James Sather
James Sather is a registered investment advisor at Ofg Financial Services, INC., based in Fort Scott, KS, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 850 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. All OFG advisory fees may be negotiable.
Fee Estimator
Location
399 East Hudson, P O Box 549, Fort Scott, KS, 66701
Get directionsHistory
Regulatory 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
James operates SEK Investments, LLC, focusing on retirement planning and selling mutual funds and variable annuities. He also has interests in SEK Financial - LLC, SEK Properties - LLC, Target Insurance Services (term life and long-term care insurance), Security Benefit Life (fringe benefit/Section 125 plans), Bay Bridge Administrators, American Heritage, AFLAC, Security Benefit (cancer plans), Millennium Brokerage Firm (term life, LTC), rental properties, Country Place Senior Living/Memory Care, and the Jerry G. Wright Estate.
Employment History
Current Registrations
Ofg Financial Services, INC.
Ofg Financial Services, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.