Willis Opp
Willis Opp is a registered investment advisor at Bill Opp Fixed Income Advisory Service, LLC, based in Golden, CO, with 16 years of industry experience. Willis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bill Opp Fixed Income Advisory Service charges a fixed fee based on the size of your portfolio, the amount of new money to be invested, the number of existing bond positions in the account to be reviewed and monitored, and the frequency of reporting. The fee will not exceed 0.4% of the total value of the account.
Location
Golden, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bill Opp Fixed Income Advisory Service, LLC
State Registrations1 state
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