| 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.
120 S. Santa Fe, Salina, KS, 67401
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 →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.