Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
386 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$664.7M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
Schedule shown is for Opes Premier Services. Opes Select and Opes Access have different fee schedules. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
535 Middlefield Road, Suite 160, Menlo Park, CA, 94025
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tracie works as a mortgage advisor for Amerihome Mortgage, originating mortgages. This takes about half of her time and occurs during trading hours.
Employment History
Current Registrations
Opes Wealth Management, LLC
December 2018 - Present · 7 yrs 3 mos
Previous Registrations
Opes Advisors, INC.
November 2005 - June 2017 · 11 yrs 7 mos
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.