O.F.O. Partners provides customized investment management and financial consulting services for individuals, high net worth individuals, families, charitable organizations, trusts, corporations, and estates. Operating as a fiduciary legally required to act in your best interest, O.F.O. Partners designs personalized portfolio strategies using mutual funds, exchange-traded funds, individual bonds, and independent managers. The firm's investment approach is primarily long-term focused, though adjustments are made to meet your goals, financial situation, or changing market conditions. In addition to investment management, O.F.O. Partners offers financial consulting services covering investment planning, retirement planning, personal savings, education savings, and asset allocation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 0.88% |
| $15.0M - $50.0M | 0.67% |
| $50.0M - $100.0M | 0.56% |
| $100.0M - $250.0M | 0.35% |
| $250M+ | 0.24% |
Fees are negotiable at the sole discretion of O.F.O. Partners. Total blended fee including independent managers will not exceed 2.00% annually.