| Assets Under Management | 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% |
This schedule is used as only an example; actual fees could differ from what is on this schedule. Under certain circumstances, all OFG advisory fees may be negotiable.
302 Holleman Drive East, Suite 200, College Station, TX, 77840
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Learn about disclosures →John operates as Executive Financial Services, offering fixed annuities, life insurance, long-term care insurance, and health & disability insurance to help clients meet their objectives. He spends about 20% of his time on insurance-related activities and the rest on securities.