Oakridge Financial Planning (OFP) offers financial planning and investment advice to individuals, families, small businesses, and trusts. OFP provides services such as basic and comprehensive financial plans, targeted financial plans, financial plan reviews, ongoing financial coaching, individual security analysis, and investment management. OFP creates personalized advisory services based on client information, goals, and risk tolerance.
Assets Under Management$91K
Clients5
Advisors1
Avg. per Client$18K
Avg. per Advisor$91K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | 2.00% |
| $20K - $50K | 1.10% |
| $50K - $100K | 1.00% |
| $100K - $125K | 0.90% |
| $125K - $250K | 0.80% |
| $250K - $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Assets Under Management (AUM) fees will never exceed more than 3% of total investable assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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