| 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.
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Learn about disclosures →Jonathan owns JBG Financial LLC, manages expenses, and spends nearly full-time marketing securities products through Modern Advisor Group. He also markets insurance products through Strategic Partners LLC, dedicating about 10-20% of his time, and owns rental properties through Diamond G Properties, LLC and 29 Vine, LLC.