O.F.O. Partners offers investment advice and financial consulting to individuals, high net worth individuals, families, and organizations. O.F.O. Partners creates customized investment strategies based on client goals, risk tolerance, and financial situations. They construct portfolios using mutual funds, exchange-traded funds, and individual bonds. They also offer financial consulting services covering investment planning, retirement planning, education savings, and asset allocation. O.F.O. Partners acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$53M
Clients7
Advisors1
Avg. per Client$7.6M
Avg. per Advisor$53M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.88% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.34% |
| $50M+ | 0.23% |
Fees may be negotiable. Total blended fee, including O.F.O. Partners' fee and the Independent Manager's fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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