OFG Financial Services, Inc. provides continuous portfolio management and financial planning services to individuals and corporate clients. OFG Financial Services, Inc. helps clients build and manage customized investment portfolios primarily using mutual funds, exchange-listed securities, and other financial instruments. In addition to investment management, OFG Financial Services, Inc. offers written financial planning and consulting covering personal budgets, tax and cash flow analysis, death and disability planning, and retirement strategies. Clients can also receive third-party investment timing and management services through OFG Financial Services, Inc.'s partnerships with external investment advisers. OFG Financial Services, Inc. manages accounts on a non-discretionary basis, meaning clients must approve all trades.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are typically 1.0% or less and are negotiable based on discussions between the representative and the client.