Blake Muraskin is a registered investment advisor at Optimal Wealth, based in Sudbury, MA, with 1 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 44 clients with $76M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optimal Wealth charges an annual fee based on the value of your portfolio, ranging from 0.60% to 2.00%. The exact fee depends on the amount you invest and the complexity of services, such as financial planning and portfolio management. This fee is paid quarterly, in advance. The fee is negotiable.
Location
144 North Road, Suite 1150, Sudbury, MA, 01776
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Optimal Wealth
State Registrations1 state
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