Opus Capital Management provides investment advisory services and financial planning through its Wealth Management product, tailoring advice to each client's objectives. They also offer pension consulting services, acting as either a Section 3(21) consultant (making recommendations) or a Section 3(38) consultant (assuming full discretionary authority). Opus does not offer estate planning, tax advice, or insurance needs assessment.
Assets Under Management$1.5B
Clients430
Advisors4
Avg. per Client$3.5M
Avg. per Advisor$380M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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