Assets Under Management
$119.1M
Number of Clients
131
Number of Advisors
2
Average Client AUM
$909K
AUM per Advisor
$59.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Optimal Capital Advisors, LLC is a registered investment advisor offering discretionary investment management and financial planning services. They construct portfolios using strategic and tactical asset allocation. They also offer consulting services and sub-advisory services to private funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiated.
12935 SW Bayshore Dr, Suite 305, Traverse City, MI, 49684