Benjamin Schroeder
Benjamin Schroeder is a registered investment advisor at Ofg Financial Services, INC., based in College Station, TX, with 9 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 850 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% |
This schedule is used as only an example; actual fees could differ from what is on this schedule. All OFG advisory fees may be negotiable.
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
Benjamin receives life and health commissions and fixed annuity commissions through EFS Firm, LLC, taking about 10% of his time. He is also an independent life and health insurance agent, also spending about 10% of his time, and a trustee for Stick Gun Trust, spending minimal time.
Employment History
Current Registrations
Ofg Financial Services, INC.Broker
Ofg Financial Services, INC.
State Registrations8 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.