OPR Investment Services acts as a solicitor, referring clients to other registered investment advisors like Morgan Stanley Smith Barney. OPR is paid a percentage of the client's assets under management at the third-party advisor as a referral fee. OPR conducts due diligence on the third-party advisors they recommend and considers the client's financial goals before making a referral. OPR does not provide investment advice or participate in the day-to-day servicing of client accounts.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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