Ostrofe Financial Consultants offers financial planning and investment management services. They work with individuals, pension plans, trusts, estates, charitable organizations, and businesses. Ostrofe Financial Consultants gathers information about your financial situation, goals, and risk tolerance to develop a financial plan and investment strategy. You can choose a complete financial plan or focus on specific areas like retirement, education, or insurance.
Assets Under Management$390M
Clients568
Advisors3
Avg. per Client$680K
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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