| 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.
399 East Hudson, P O Box 549, Fort Scott, KS, 66701
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 →James operates SEK Investments, LLC, focusing on retirement planning and selling mutual funds and variable annuities. He also has interests in SEK Financial - LLC, SEK Properties - LLC, Target Insurance Services (term life and long-term care insurance), Security Benefit Life (fringe benefit/Section 125 plans), Bay Bridge Administrators, American Heritage, AFLAC, Security Benefit (cancer plans), Millennium Brokerage Firm (term life, LTC), rental properties, Country Place Senior Living/Memory Care, and the Jerry G. Wright Estate.