Opsis Advisory Group provides investment management services to a small number of high net-worth individuals. Opsis tailors investment advice and portfolio management to each client's requirements. Opsis performs technical and fundamental analysis of securities and mutual funds to determine their suitability to the client's investment objectives.
Assets Under Management$6.7M
Clients3
AdvisorsN/A
Avg. per Client$2.2M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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