Opus Capital Management
Assets Under Management
$1.2B
Number of Clients
414
Number of Advisors
3
Avg. Portfolio per Client
$3.0M
Avg. Managed per Advisor
$408.5M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
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
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location
221 East 4th Street, Suite 2850, Cincinnati, OH, 45202