Eddie Balluch is a registered investment advisor at Ofg Financial Services, INC., based in Salina, KS, with 9 years of industry experience. Eddie 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
120 S. Santa Fe, Salina, KS, 67401
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 Activities
Eddie is involved with Pathway Financial Solutions LLC, focusing on enrollment and sales of Section 125 products, dedicating about half his time to this activity. He also serves as a financial secretary for St Mark Lutheran Church, processing bills with minimal time commitment and no compensation.
Employment History
Current Registrations
Pathway Financial Solutions, INC.
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Ofg Financial Services, INC.
Ofg Financial Services, INC.Broker
State Registrations7 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.