Othniel Financial Advisory Services (OFA) provides portfolio management based on individual client goals, objectives, and risk tolerance. OFA also offers pension consulting services and financial planning, including investment planning, insurance, tax, retirement, college, and debt/credit planning. OFA primarily recommends mutual funds, fixed income securities, insurance products, equities, and ETFs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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