Optima Asset Management offers investment supervisory services, constructing portfolios based on a detailed survey of each investor’s objectives, risk tolerance, and investment horizon. Optima uses advanced software and proprietary models to help investors understand their portfolio's behavior. Optima oversees all aspects of the investment process, including implementation, fee negotiation, and custodial relationships. Optima also offers limited financial planning services included in the advisory fee.
Assets Under Management$660M
Clients111
Advisors2
Avg. per Client$5.9M
Avg. per Advisor$330M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Some clients may pay a negotiated fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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