| 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.
399 East Hudson, P O Box 549, Fort Scott, KS, 66701
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Learn about disclosures →Larry spends about 70% of his time on retirement planning and selling mutual funds and variable annuities through OFG Financial Services Inc. He also dedicates about 10-20% of his time to offering term life insurance and long-term care insurance through various brokerages, and minimal time to apartment and office rentals.