Areas of Practice
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 | 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
Location
535 Middlefield Road, Suite 160, Menlo Park, CA, 94025
Get directionsHistory
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 →Other Business Activities
Theodore is the CEO/CFO of Sage Financial Services, Inc., a mortgage banking company, since 1999. He dedicates about half of his time to general mortgage sales and management during trading hours.
Employment History
Current Registrations
Opes Wealth Management, LLC
Previous Registrations
Opes Advisors, INC.
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.