DS
CFP
DS
CFP
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
146 Clear Creek Drive, Suite 101, Ashland, OR, 97520
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2003Settled
Employment History
Current Registrations
Opes Wealth Management, LLC
July 2023 - Present · 2 yrs 8 mos
Previous Registrations
Savage and Company Wealth Management, LLC
August 2013 - August 2023 · 10 yrs
Vari Investor Services INC
March 2011 - September 2013 · 2 yrs 6 mos
Capstone Wealth Management Group, LLC
September 2003 - March 2011 · 7 yrs 6 mos
Morgan Stanley
April 2003 - July 2003 · 3 mos
State Registrations1 state
OR
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.