Assets Under Management
$310.5M
Number of Clients
227
Number of Advisors
N/A
Average Client AUM
$1.4M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
OFM Wealth offers financial planning and investment advisory services. Financial planning includes risk tolerance and asset allocation design, income management, retirement feasibility studies, tax planning, cash flow analysis, and estate analysis. Investment management is provided on a discretionary and non-discretionary basis.
Winterset Office Park, 10709 West 159th Street, Orland Park, IL, 60467