Ofc Wealth Management Fees & Minimum

Overview

Total Firm Assets: $183 million
Average High-Net-Worth Client Portfolio Size: $3.7 million

Fee Disclosure

Source: ADV PART 2A (2026-02-23) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$3,000,000	0.75%
$3,000,001	$5,000,000	0.50%
$5,000,001	and above	0.35%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$35,000	0.70%
$10 million	$52,500	0.52%
$50 million	$192,500	0.38%
$100 million	$367,500	0.37%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 81.20%
Number of High-Net-Worth Clients: 40
Total Client Accounts: 369
Discretionary Accounts: 369

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 133846

ADV PART 2A (2026-02-23) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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