Assets Under Management
$270.0M
Number of Clients
850
Number of Advisors
32
Average Client AUM
$318K
AUM per Advisor
$8.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
OFG Financial Services offers portfolio management through various platforms and financial planning services. Investment strategies are tailored to client needs, considering factors like performance history and risk tolerance. Clients retain ownership of securities and can place restrictions on investments.
| Assets Under Management | 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% |
This schedule is used as only an example; actual fees could differ from what is on this schedule. Under certain circumstances, all OFG advisory fees may be negotiable.
120 SE 6th Avenue, Townsite Plaza #2, Suite 105, Topeka, KS, 66603-3515