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 (1)
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Customer Dispute
October 2001Award / Judgment
Employment History
Current Registrations
Opes Wealth Management, LLC
January 2019 - Present · 7 yrs 2 mos
Previous Registrations
Opes Advisors, INC.
April 2005 - June 2017 · 12 yrs 2 mos
Wells Fargo Investments, LLCBroker
May 2001 - March 2005 · 3 yrs 10 mos
Wells Fargo Investments, LLC
January 1999 - March 2005 · 6 yrs 2 mos
Wells Fargo Securities INC.Broker
June 1997 - May 2001 · 3 yrs 11 mos
State Registrations2 states
CATX
Advisor
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Exams
No exam information available for this advisor.