O'Grady Financial LLC (OGF) manages investment portfolios based on clients' individual needs and goals. They offer continuous advice and develop personalized investment plans with asset allocation targets. OGF also provides project-based financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. Comprehensive financial planning is available for a fixed monthly fee, including plan development, implementation, and ongoing monitoring.
Assets Under Management$5.1M
Clients32
Advisors1
Avg. per Client$160K
Avg. per Advisor$5.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $6.0M | 0.90% |
| $6.0M - $7.0M | 0.80% |
| $7M+ | 0.70% |
Fees are negotiable. When an Outside Manager is used, the annual advisory fee is: $1 - $4,999,999: 1.35%, $5.000.000 - $5,999,999: 1.20%, $6,000,000 - $6,999,999: 1.10%, $7,000,000 and Above: 1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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