CK

Charles Hal Kooken

38 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
32 advisors
Number of Clients
850 clients
Average Client Portfolio
$318K average
Assets Under Management
$270.0M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.00%
$250K - $500K0.90%
$500K - $1.0M0.80%
$1.0M - $5.0M0.70%
$5M+0.65%

Actual fees could differ from what is on this schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$50 - $500/hr

Portfolio management fees are typically a flat 1.0% annually, but could also be charged in accordance with a breakpoint schedule. Financial planning and consulting fees range from $50 to $500 per hour, depending on the complexity of the client's circumstances. All advisory fees may be negotiable under certain circumstances. OFG may discount or waive the financial planning fee if the client is also participating in OFG’s portfolio management service.

Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment Management
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Advisor Information

Office location

Townsite Plaza #2, Suite 105, 120 SE 6th Avenue, Topeka, KS, 66603-3515

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2002
Settled
Other Business ActivitiesSells Insurance

Charles sells term and universal life insurance, earning commissions. This activity takes minimal time.

Employment History
Current Registrations
Ofg Financial Services, INC.
March 2009 - Present · 16 yrs 10 mos
Ofg Financial Services, INC. Broker
March 2009 - Present · 16 yrs 10 mos
Previous Registrations
Prudential Financial Planning Services
July 2004 - March 2009 · 4 yrs 8 mos
Pruco Securities, LLC. Broker
May 1987 - March 2009 · 21 yrs 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Charles Hal Kooken - Financial Advisor | AdvisorDiscover