Optimist Retirement Group provides investment advice tailored to your needs. They offer portfolio management where they can make investment decisions for you, and financial planning services to help you manage your financial resources. They may work with your other professional advisors, like your accountant or lawyer, to coordinate your financial plan.
Assets Under Management$240M
Clients111
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$120M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee does not include transaction fees, or other fees/expenses charged by brokers, custodians, or mutual funds. The advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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