Robert Michalik is a registered investment advisor at Optimized Investment Partners, LLC, based in Cardiff, CA, with 4 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 33 clients with $720M 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 | 0.25% |
Maximum fee of 0.25% annually, billed monthly in arrears. Minimum account size is $1.5 million, though the firm generally manages accounts with a minimum of $5 million. Fees are negotiable on a case-by-case basis.
Fee Estimator
Location
Cardiff, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Optimized Investment Partners, LLC
State Registrations1 state
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Exams
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