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
302 Holleman Drive East, Suite 200, College Station, TX, 77840
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
Benjamin receives life and health commissions and fixed annuity commissions through EFS Firm, LLC, taking about 10% of his time. He is also an independent life and health insurance agent, also spending about 10% of his time, and a trustee for Stick Gun Trust, spending minimal time.