Steven Colson
Steven Colson is a ChFC-designated registered investment advisor at Ofg Financial Services, INC., based in College Station, TX, with 34 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 855 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.65% |
Fees are typically 1.0% or less and are negotiable based on discussions between the representative and the client.
Fee Estimator
Location
302 Holleman Drive East, Suite 200, College Station, TX, 77840
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven sells life and health insurance, and fixed annuities through Executive Financial Services, spending about 20% of his time on this. He is also a stockholder and independent producer for Lion Street, Inc., an independent marketing organization for life insurance and related products, and receives dividends via stock & stock appreciation, taking up another 10% of his time.
Employment History
Current Registrations
Ofg Financial Services, INC.
Ofg Financial Services, INC.Broker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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