Option Specialists, Ltd. is an investment management firm that provides customized analysis and evaluation of a client’s investment objectives and financial position. The firm recommends investments based on this analysis. Option Specialists, Ltd. invests in stocks, ETFs, and options accounts. The firm manages some accounts on a discretionary basis.
Assets Under Management$92K
Clients2
AdvisorsN/A
Avg. per Client$46K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual fee is 1% for bonds, 3% for stocks/ETFs and options. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.