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WHY FEE ONLY

FIDUCIARY OATH


Ogorek NAPFA member

 

Ogorek Wealth Management LLC is a member of the National Association of Personal Financial Advisors (NAPFA), whose charter outlines its mission to provide consumers and institutions with coordinated and objective financial advice on a “fee-only” basis, keeping only the best interests of the client in mind. You can be confident that OWM will never accept compensation contingent on the purchase or sale of a financial product.

All NAPFA members are required to abide by the following fiduciary oath: the NAPFA member shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest which will or reasonably may compromise the impartiality or independence of the advisor.

The NAPFA member, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client’s purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client’s business.

 

Ogorek adheres to the fiduciary standard

A long-term planning relationship works best for our clients. Many have been with us for over 20 years! To remove any obstacles from cultivating relationships, we do not charge an upfront fee. Our fees range from .95% - .65% annually based on the amount invested, with a minimum investment amount of $500,000.