Charles O'connor

O'Connor Financial Group (OFG) charges an annual fee based on the value of your investments. This fee covers both investment advice and the cost of trades. The fee ranges from 1.00% to 3.00% depending on the investment strategy used.

Here's a breakdown of the fees for different strategies:

• Covered Call Options Strategy: 3.00% per year
• Covered Put Options Strategy: 3.00% per year
• Individual Equity Strategy: 2.00% per year
• Equity Mutual Fund Strategy: 1.25% per year
• Fixed Income Strategy: 1.25% per year
• Individual Bond Strategy:
  • Up to $249,999: 2.00% per year
  • $250,000 - $499,999: 1.75% per year
  • $500,000 - $749,999: 1.50% per year
  • $750,000 - $999,999: 1.25% per year
  • $1,000,000 and above: 1.00% per year
• Alternative Investment Strategy:
  • Up to $249,999: 2.00% per year
  • $250,000 - $499,999: 1.75% per year
  • $500,000 - $749,999: 1.50% per year
  • $750,000 - $999,999: 1.25% per year
  • $1,000,000 and above: 1.00% per year

OFG may negotiate a lower fee based on factors like the amount you invest.