Wayne Wicker is a CFA-designated registered investment advisor at Opal Capital LLC, based in Mclean, VA. Wayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 6 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 1.25% |
Fees vary by strategy. Pathfinder Focused Opportunities and Dividend Income charge 0.50%. The Tax-Aware Long/Short strategy charges 0.85% for the 45% leverage option and 1.25% for the 100% leverage option. Model portfolios range from 0.075% to 0.50%. Fees are negotiable.
Fee Estimator
Location
Mclean, VA
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Regulatory History
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 →Employment History
Current Registrations
Opal Capital LLC
State Registrations1 state
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
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