Opus Investment Advisors, LLC

Fixed/Hourly

Opus Investment Advisors provides consulting services to institutional pension plans and ultra-high net worth individuals. Opus assists clients with investment decisions, reviews of plan performance, oversight of consultants and managers, investment policy statements, evaluations of investment proposals, searches for service providers, and forensic examination of investment situations. Opus specializes in alternative assets.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Annual Retainer:$25,000 - $200,000/year
One-Time Plan:$15,000 - $200,000
Hourly Rate:$240 - $655/hr
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Location

1 Advisors at this firm