Ogorek Wealth Management offers personalized investment management and financial planning services to individuals, families, business entities, retirement plans, trusts, estates, and non-profit organizations. Ogorek Wealth Management builds customized investment portfolios primarily using mutual funds, exchange-traded funds, individual stocks, and bonds tailored to each client's goals and risk tolerance. In addition to managing investments, Ogorek Wealth Management provides financial planning that covers goal setting, cash flow projections for financial independence, investment strategy, insurance reviews, income tax coordination with the client's accountant, and estate planning coordination with the client's attorney. The firm generally requires a minimum portfolio size of $500,000 for investment management, though clients who do not meet this minimum may engage the firm under a fixed retainer agreement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $4.0M | 0.80% |
| $4M+ | 0.65% |
Fees are negotiable for larger accounts. Financial planning is included in this fee at no extra cost.
