Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
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
Advisor Information
Office location
401 E. Sonterra Blvd, Suite 375, San Antonio, TX, 78258
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dean is an employee benefits enroller and independent insurance agent selling insurance and annuities through Willeford Financial Group of Texas. This activity takes about 10% of his time.