Old Growth Financial (OGF) provides financial planning and investment management services to individuals and families. OGF offers ongoing financial planning for a monthly fee, covering areas like retirement, insurance, and estate planning. For investment management, OGF uses Betterment, a third-party advisor, to manage client portfolios. OGF helps clients select an appropriate investment strategy with Betterment and serves as a point of contact between the client and Betterment.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.70% |
| $300K - $600K | 0.60% |
| $600K - $1.0M | 0.50% |
| $1M+ | 0.40% |
The above Annualized Asset Based Fee does not include Betterment’s fee which is a maximum of 0.20% (20 basis points). The OGF fee schedule is a tiered calculation, much like tax brackets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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