Oldfather Financial Services (OFS) offers investment management services based on clients' individual needs, including stocks, bonds, mutual funds, and ETFs. For accredited investors, OFS may also provide advice regarding private placements. OFS also provides financial planning services covering areas like business planning, cash flow management, college savings, estate planning, retirement planning, and tax strategies. OFS tailors its services to meet individual client needs and allows clients to specify reasonable restrictions on their accounts.
Fee Structure
Oldfather Financial Services' investment management fees are negotiable and based on a percentage of the value of your portfolio. The annual management fee ranges up to 1.50%. The fees are based on the total value of all household assets managed and the complexity of services offered. OFS may also negotiate a flat fee or annual retainer. There is no minimum account size.