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About O.F.O. Partners, LLC
O.F.O. Partners, LLC is a financial advisory firm that provides expert guidance to clients in need of financial planning and investment management services. With a team of experienced and knowledgeable advisors, O.F.O. Partners, LLC helps clients achieve their financial goals through a personalized approach and a commitment to transparency and trust.
How does the advisor help clients – Key Takeaways:
- Provides expert financial guidance
- Offers personalized approach to financial planning and investment management
- Promotes transparency and trust in all client interactions
- Helps clients achieve their specific financial goals
Facts and Insights
O.F.O. Partners, LLC has been in business for over 10 years and currently manages over $500 million in assets. The firm has a team of 15 advisors and is committed to providing clients with top-quality financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $500 million | 15 |
Financial Services Offered
O.F.O. Partners, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include financial planning, investment management, retirement planning, tax planning, and estate planning.
Client Types
O.F.O. Partners, LLC serves a variety of clients, including individuals, families, and small businesses. The firm is dedicated to providing personalized financial services that meet the unique needs of each client, regardless of their financial situation.
Fees & Compensation
O.F.O. Partners, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of their clients, as the more their clients’ investments grow, the more the firm earns.
Background
The founders of O.F.O. Partners, LLC have a combined experience of over 30 years in the financial industry. They are highly skilled and knowledgeable in the areas of financial planning and investment management, and are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, O.F.O. Partners, LLC is a fiduciary, which means they are legally obligated to act in their clients’ best interests at all times. This includes providing full disclosure of any potential conflicts of interest and always putting the needs of their clients first.