Britton Ouellette
Britton Ouellette is a registered investment advisor at Optivise Advisory Services LLC, based in San Antonio, TX, with 10 years of industry experience. Britton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,233 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Maximum annualized fee is 1.80% for non-options-based accounts and 1.95% for options-based accounts. Fees are negotiable.
Fee Estimator
Location
13750 San Pedro Ave, Suite 520, San Antonio, TX, 78232
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
Britton is an insurance agent at DPO Insurance Agency, Inc. since 2015, where he markets and sells insurance products and services. This activity takes nearly full-time.
Employment History
Current Registrations
Optivise Advisory Services LLC
Previous Registrations
Optivise Advisory Services LLC
Panthrex Asset Management LLC
Fifth Third Securities, 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.
Exams
More Advisors
- Jason Thomas, CFPJt Wealth Management
- January Smith, CFPJanus Financial Planning, LLC
- Ernest Trevino, CFPWells Fargo Advisors
- Roger Haynes, ChFCState Farm Investment Management CORP.
- Kyle Martin, CFPKapela
- Creston King, CFAOrleans Capital Management CORP