Assets Under Management
$1.2B
Number of Clients
414
Number of Advisors
3
Average Client AUM
$3.0M
AUM per Advisor
$408.5M
Compensation
Fee-Only (AUM)
Opus Capital Management offers wealth management and pension consulting advisory services. Wealth management includes investment advisory and financial planning based on client objectives. Pension consulting is offered as ERISA 3(21) and 3(38) consultant. The firm does not offer estate planning, tax advice, or insurance needs assessment.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
All fees are subject to negotiation.
221 East 4th Street, Suite 2850, Cincinnati, OH, 45202