OFC Wealth Management offers investment advisory services where they manage your investments for a fee based on the value of your portfolio. They also offer financial planning and consulting services, either as a one-time service or through an ongoing retainer arrangement. These planning services cover investment and non-investment related matters like estate and insurance planning. OFC Wealth Management may recommend other professionals like attorneys or accountants, but clients are free to choose their own.
Assets Under Management$180M
Clients99
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$91M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
OFC Wealth Management may charge a lesser investment advisory fee and/or charge a flat fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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