Ortman Financial Planning (OFP) manages investment portfolios and provides financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. OFP develops personalized investment plans based on clients' individual needs and goals. The firm primarily uses fundamental and cyclical analysis with a passive investment strategy.
Assets Under Management$63M
Clients105
Advisors2
Avg. per Client$600K
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.65% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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