| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.65% |
Actual fees could differ from what is on this schedule.
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.
Townsite Plaza #2, Suite 105, 120 SE 6th Avenue, Topeka, KS, 66603-3515
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