Ofg Financial Services, INC.
Assets Under Management
$270.0M
Number of Clients
850
Number of Advisors
32
Average Client AUM
$318K
AUM per Advisor
$8.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
OFG Financial Services, Inc. offers portfolio management through various investment platforms and provides financial planning and consulting services. They allocate client assets based on investment performance, industry sector, management record, client objectives, and fee structure. OFG manages advisory accounts on a non-discretionary basis.
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
Location
120 SE 6th Avenue, Townsite Plaza #2, Suite 105, Topeka, KS, 66603-3515