INVESTMENT MANAGEMENT DETAILS & PRICING

Stocks • Bonds • Funds • HYSAs • CDs • Alts • Crypto • and more

Our investment management process looks beyond the accounts we directly manage. We evaluate your entire investment picture, including held-away assets such as employer retirement plans, pensions, real estate, insurance products, and cryptocurrency to help ensure your overall investment picture is working together properly.

We also have tax-efficient strategies such as tax-loss harvesting, Roth conversions, retirement account rollovers, and other opportunities, helping you align your investments with your broader financial plan and put your Money on a Mission.

“I want you to professionally manage my investments for me.”

Roth IRAs • Rollover IRAs • Traditional IRAs • Back-door IRAs • Retirement Trusts • Beneficiary IRAs • Beneficiary Roth IRAs • High Yield Savings Accounts • Joint Brokerage Accounts • Trust Brokerage Accounts • Individual Brokerage Accounts • UTMAs • UGMAs • Minor IRAs • Minor Roth IRAs • SEPs • SIMPLEs • Solo 401(k)s • Roth Solo 401(k)s • Partnership Accounts • Sole Proprietorship Accounts • LLC, C Corp, and S Corp Accounts • Non-Profit Organization Accounts • Tax-Loss Harvesting • TSP to IRA Rollovers • 401(k) to IRA Rollovers • In-Plan Roth Conversions • IRA to Roth IRA Conversions • TSP to Roth IRA Conversions • Back-Door Roth Conversions • Mega Back-Door Roth Conversions • SIMPLE to Roth IRA Conversions • 401(k) to Roth IRA Conversions • SEP to Roth IRA Conversions • 529 to Roth IRA Transfers • and more

One reasonable AUM fee.

Additional details below.

INVESTMENT MANAGEMENT DETAILS PRICING

Portfolios with Objectives.

Investment management is about more than selecting investments — it’s about building a portfolio that supports your financial goals while balancing opportunity and risk.

At Oberdorfer Financial, we design and professionally manage portfolios using stocks, bonds, mutual funds, ETFs, high-yield savings accounts, alternative investments, and other asset classes.

Every portfolio is built around your unique objectives, time horizon, and comfort with risk, whether you’re seeking capital preservation, long-term growth, dividend income, retirement income, or a specialized investment strategy.

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Fee structure
1% AUM or less*

Fee-only
Fiduciary
No hidden fees
No commissions

Price Lock: Your fee schedule is never raised.

*0.75% AUM for Clients with $1M+

WHAT’S ON YOUR MIND FINANCIALLY?

Schedule a call

Every relationship starts with a conversation.

We’ll learn about where you are today, where you’re trying to go, and whether we’re the right fit for each other.

Select a date and time that works for you.

One-Time Portfolio Checkup details AND PRICING

Great for DIY Investors.

Portfolio Checkups are a one-time repeatable service that include the investment advice necessary to improve alignment between a Client’s  established Investor Profile (key factors such as net worth, goals, time horizon, and feelings about risk) and their actual portfolio.

Through this service, Oberdorfer Financial identifies any misalignment between their investor profile and their portfolio, then recommends portfolio adjustments and specific portfolio holdings and weights to buy, sell, or trim, if realignment with their investor profile is needed. This service is offered on an hourly basis as a one-time review.

$500/portfolio.
Great for 401(k)s.
Great for IRAs and Roth IRAs.