Oregon Financial Products & Services (OFP&S) provides investment advice to clients for their Charles Schwab accounts. This includes advice on what securities to buy or sell, how much to invest, and how long to hold them. OFP&S also rebalances portfolios and uses market timing strategies. Advice is based on the client’s goals and objectives, gathered through an initial interview and questionnaire. Clients can contact Lyle Remington directly with questions. OFP&S sends an annual notice of account values and performance.
Assets Under Management$14M
Clients75
Advisors1
Avg. per Client$190K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K+ | Included |
No additional fee for household accounts over $100,000.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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