Optima Capital Management manages investment portfolios for individuals, families, and businesses. Optima offers both discretionary and non-discretionary investment management. Optima also provides wealth management services, which include organizing financial reporting, constructing family governance plans, and executing those plans. Optima also offers strategic business valuation, merger, acquisition, and restructuring advisory services.
Assets Under Management$34M
Clients20
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiated considering the amount of assets under management, nature of those assets, the services provided, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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