Assets Under Management
$321.8M
Number of Clients
213
Number of Advisors
N/A
Average Client AUM
$1.5M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
Optimum offers discretionary asset management using equity, fixed income, and balanced portfolios. Wealth management services include asset allocation, investment management, financial and retirement planning, and net worth/cash flow planning. Non-discretionary investment management is available on a limited basis. They do not provide legal, tax, or accounting advice.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
20 S. Clark Street, Suite 2130, Chicago, IL, 60603