Optional Financial Strategies (OFS) provides ongoing portfolio management based on individual client goals. OFS may recommend third-party managers. OFS also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Pension consulting services are available. OFS primarily recommends ETFs and covered call options.
Assets Under Management$2.6M
ClientsN/A
AdvisorsN/A
Avg. per Client$44K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15K | 0.00% |
| $15K+ | 1.00% |
2.00% for Covered Call Strategy. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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