O.F.O. Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,955,999
Clients
10
100% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
Very LowAverage account size
$7,595,600
About
O.F.O. Partners provides wealth management, investment management and financial consulting to individuals, high‑net‑worth clients, families, trusts, charitable organizations, corporations and estates. The SEC‑registered firm manages about $110 million in client assets across ten client relationships and additionally reports assets under advisement of more than $274 million.
The firm constructs customized portfolios using fundamental analysis with a generally long‑term orientation, implementing mutual funds, ETFs, individual bonds and, where appropriate, independent managers or retained legacy positions. For certain separately managed accounts, O.F.O. Partners may employ derivatives and other instruments for hedging or implementation alongside cash management and periodic rebalancing.
Distinctive features include a small client base relative to its assets under management, which yields a higher level of advisor attention per relationship, and the availability of project‑based or monthly financial consulting engagements. The firm also operates on an institutional custody platform, conducts ongoing oversight of independent managers, and has limited advisory‑board involvement with private funds, reflecting both direct management and broader advisory roles.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $15,000,000: 0.88% annually $15,000,001 - $50,000,000: 0.67% annually $50,000,001 - $100,000,000: 0.56% annually $100,000,001 - $250,000,000: 0.35% annually Above $250,000,000+: 0.24% annually
Fee-only: Fixed monthly fees up to $25,000 for financial consulting services; project-based fees up to $25,000
Main office location
O.F.O. Partners, LLC
18 Shipyard Drive, Suite 3 D
Hingham MA 02043, United States
Number of offices
2
Most active in
O.F.O. Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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