Ofm Wealth

OFM Wealth, established in 1982, is a registered investment adviser based in Orland Park, IL. The firm specializes in providing financial planning and investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, insurance companies, and corporations. They offer services such as risk tolerance assessment, retirement feasibility studies, income tax planning, estate analysis, and more. OFM operates as a fiduciary, acting in the best interests of clients under the Investment Advisers Act of 1940. The firm manages approximately $310.5 million in assets, with $297.7 million under discretionary management. Clients can expect to pay hourly fees ranging from $200 to $400 for financial planning services and annual fees between 0.50% to 1.35% of household assets for ongoing financial planning and investment advisory services. OFM provides both discretionary and non-discretionary asset management, tailoring services to individual client needs. The firm does not engage in performance-based fees or side-by-side management. Clients have the option to direct brokerage and may be recommended to custody assets with Pershing Advisor Solutions LLC. OFM's Investment Policy Committee oversees investment strategies, ensuring alignment with client objectives. The firm maintains a Code of Ethics, emphasizing transparency and client interests. OFM does not receive economic benefits for client referrals and does not vote proxies on behalf of clients.