| 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% |
This schedule is used as only an example; actual fees could differ from what is on this schedule. Under certain circumstances, all OFG advisory fees may be negotiable.
401 E. Sonterra Blvd, Suite 375, San Antonio, TX, 78258
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Learn about disclosures →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.