Optima Trade & Investments (OTI) provides personalized investment advice and financial planning services. OTI manages investment portfolios and creates custom financial plans based on individual client needs. OTI's investment approach aims to generate returns through high-quality securities and market timing. Financial planning covers income, assets, and liabilities to help clients meet their long-term financial goals.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
OTI manages investment portfolios for a fee that ranges from 1% to 2% of the value of your portfolio each year. The exact fee is negotiable and depends on your financial situation and the services you need. The fee is calculated based on the value of your investments at the end of each quarter and is billed quarterly.
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