Optimus Advisory Group offers financial planning and investment management services. Financial planning includes assistance with education, estate, insurance, investment, retirement, and tax planning. Investment management involves ongoing portfolio management, recommending strategies and asset allocations primarily in mutual funds and exchange traded funds. Optimus Advisory Group also provides services to unaffiliated investment professionals via Strategy License Agreements and Sub-Advisory services, which are not offered directly to the investing public.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2M+ | 1.00% |
Fees are negotiable and may be modified at the advisor's discretion. Fees may be waived or modified on the portion of a managed portfolio that is invested in a wrap fee program managed by Optimus Advisory Group.