OG Advisory Group provides investment advice and financial planning services. OGAG offers asset management, retirement plan services for businesses, and financial planning for individuals. Financial planning includes a full financial plan or consultation services on individual topics. OGAG may recommend third-party managers.
Assets Under Management$14M
Clients72
Advisors1
Avg. per Client$190K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.65% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees are negotiable. Sub-advisor fees are additional (e.g., Zega Investments charges 0.30%-0.50%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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