Blake Broussard is a registered investment advisor at Optas, LLC, based in Dripping Springs, TX. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 156 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optas offers investment management services for a fee based on the amount of your portfolio. The fee will not exceed 1.5% annually. Optas also offers comprehensive portfolio management services for a fee based on the amount of your portfolio or for a fixed fee. This fee will not exceed an asset-based fee of 2.00% annually. Fees are billed quarterly in advance.
Location
15431 Fitzhugh Rd, Suite 203, Dripping Springs, TX, 78620
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Optas, LLC
State Registrations1 state
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