OFG Financial Services offers portfolio management through various investment platforms, creating portfolios based on client's goals and risk tolerance, typically using no-load mutual funds. OFG also provides financial planning, delivering written plans addressing personal finances, taxes, retirement, and investments. Clients can receive advice on specific areas of concern. OFG does not manage accounts with discretionary authority.
Assets Under Management$270M
Clients850
Advisors29
Avg. per Client$320K
Avg. per Advisor$9.3M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
29 Advisors at this firm
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