Opus Financial Advisors offers investment management and financial planning services. They use various platforms like Advisor Managed Portfolios, Genesis Model Portfolios, Unified Managed Account Program, and AssetMark. They also offer third-party advisory services and retirement plan consulting. Financial planning covers various aspects of managing financial resources. Opus Financial Advisors is owned by James T. Staples.
Fee Structure
Opus Financial Advisors offers several investment management programs, each with its own fee structure. These fees are negotiated by the advisory representatives and are based on the value of your assets. The fees cover advisory services and transactions. Some programs are wrap accounts, meaning all costs are bundled into a single fee. Mutual funds and ETFs within the accounts have their own internal fees. Advisory representatives may have incentives to select certain investments or programs based on the fees they receive.