| 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.
Townsite Plaza #2, Suite 105, 120 SE 6th Avenue, Topeka, KS, 66603-3515
Get directionsNo 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 →Jesse spends about half of their time doing business as The Burditt Company, selling life and health insurance and providing advice, earning commissions. Jesse also spends minimal time self-employed with HIO Oil & Gas, LLC, purchasing oil and gas leases, minerals, or royalty interests, and negotiating terms, earning profits.