William Oldfather is a registered investment advisor at Oldfather Financial Services, based in Kearney, NE, with 31 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 439 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oldfather Financial Services' investment management fees are negotiable and based on a percentage of the value of your portfolio. The annual management fee ranges up to 1.50%. The fees are based on the total value of all household assets managed and the complexity of services offered. OFS may also negotiate a flat fee or annual retainer. There is no minimum account size.
Location
2033 Central Ave, Kearney, NE, 68847
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oldfather Financial Services
Previous Registrations
Oldfather Financial Services LLC
State Registrations1 state
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