Optimum Wealth Management offers personalized financial planning and investment management to individuals and small businesses. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Optimum Wealth Management places trades for clients on a discretionary basis.
Assets Under Management$71M
Clients82
Advisors2
Avg. per Client$860K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Minimum Annual Fee:$3,750
Optimum Wealth Management manages investments for an annual fee based on the value of your portfolio, up to 1.65%. The minimum annual fee is $3,750. Fees are billed quarterly, in advance.
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