Gene Witt
Gene Witt is a CFP-designated registered investment advisor at Optimized Capital LLC, based in Schererville, IN, with 20 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 10 clients with $63M in assets under management.
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 | 1.50% |
| $1M+ | 1.00% |
For accounts over $1 million, the fee is either 1.00% per year or a fixed fee of no less than $10,000 unless negotiated.
Fee Estimator
Location
Schererville, IN
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 ActivitiesSells Insurance
Gene is an insurance agent selling health, property, and casualty insurance with various companies since 2015. Gene is also the owner of Optimized Financial Specialists, LLC since 2005 and spends about 10-20% of his time on sales of insurance.
Employment History
Current Registrations
Optimized Capital LLC
Previous Registrations
Fourstar Wealth Advisors, LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
United Planners' Financial Services of America a Limited PartnerBroker
Metlife Securities INC.Broker
Princor Financial Services CorporationBroker
State Registrations2 states
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.