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
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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 →Other Business Activities
Nolan is an independent mortgage broker for HomeWise Capital Advisors, powered by Edge Home Finance, Inc., originating residential mortgages. This activity takes nearly full-time, with 90 hours per month during trading hours.
Employment History
Current Registrations
Opes Wealth Management, LLC
Previous Registrations
Opes Advisors, INC.
State Registrations1 state
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