Contact

info@ouifinancial.com

Tel: (415) 574-0662​

855 Lincoln Way

San Francisco, 94122

California

Hours:

Monday through Friday:

9 am to 12 pm and 2 pm to 8 pm

Saturday: 9 am to 12 pm

By appointment only

Other hours, contact me

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Investments

Active management

TYPE OF Investments

We only invest in liquid assets.

We only invest in ETFs and mutual funds; We do not pick individual stocks unless specifically asked by the client.

fees for managed account

$50,000 minimum across accounts for an initial investment.

2% - $50,000 to $200,000 with 6 financial planning sessions

1.5% - $200,000 to $500,000 with unlimited financial planning sessions

1% - $500,000 to $1,000,000 with unlimited financial planning sessions

0.75% - $1,000,000 to $2,000,000 with unlimited financial planning sessions

0.5% - $2,000,000+ with unlimited financial planning sessions.