Daniel Wayne Steffes

The Oak Ridge Financial Services Group, INC

25 Years of Experience

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Firm Information

The Oak Ridge Financial Services Group, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

31 advisors

Number of Clients

1,501 clients

Average Client Portfolio

$304K average

Assets Under Management

$456.4M

Fee Structure

Minimum Investment:None

Financial Plan Fee:$500 - $3,000

Hourly Rate:$150 - $350/hr

Oak Ridge charges advisory fees that vary from 0.25% to 2.25% on managed assets, not to exceed a cumulative fee of 2.50%. Fees can be charged monthly or quarterly in advance or in arrears. Financial planning is offered on both a fixed fee and an hourly fee basis. Fixed fees range from $500 to $3,000. Hourly fees range from $150 to $350.

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Areas of Practice

Investment ManagementFinancial Planning & Coaching

Advisor Information

Office location

701 Xenia Ave. South, Suite 100, Golden Valley, MN, 55416-1089

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Regulatory History

Clean regulatory record

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.