Ojm Group, LLC

OJM Group, LLC is a registered investment adviser based in Cincinnati, OH, providing financial planning, consulting, and investment management services to various clients since October 27, 2007. The firm's principal owners are Jason M. O’Dell, David B. Mandell, and Carole C. Foos. OJM manages over $800 million in assets on a discretionary basis, including the OJM Group Intelligent Portfolios. Services offered include financial planning, investment management, and wealth management tailored to individual client needs. Clients can engage OJM for services on a fee basis, with fees ranging from $2,500 to $15,000 for financial planning and consulting, and asset-based fees for investment management. OJM may recommend the use of Independent Managers for certain clients, with fees based on a percentage of assets managed. The firm does not provide services for performance-based fees and does not vote client securities. OJM does not have any disciplinary events to disclose and does not accept authority to vote client securities. The firm has procedures in place to address conflicts of interest, including a Code of Ethics and policies on personal trading. OJM does not require prepayment of fees exceeding $1,200 in advance and has no financial conditions impairing its ability to meet commitments to clients.