Opulent Strategies, LLC manages investment accounts at brokerage firms, tailoring advice to individual client needs. They specialize in generating monthly cash flow by trading options, particularly index options. Client assets are managed with discretion. The firm's investment strategy aims to provide returns whether the market goes up, down, or sideways within a certain range.
Opulent Strategies charges fees based on whether you are considered a "Qualified Client" (over $1,000,000 managed by the advisor or $2,200,000 net worth excluding primary residence equity). Qualified clients pay a base fee (percentage of assets) plus a performance fee (share of capital gains above a threshold). Non-qualified clients pay a fee based on a percentage of assets. The specific fee schedule is detailed in the advisory contract. Fees do not include brokerage commissions or other transaction costs.