Optimal Capital Advisors manages investment portfolios and provides personalized financial planning and consulting services for individuals, high-net-worth clients, trusts, and businesses. Optimal Capital builds custom portfolios using a mix of global stocks, bonds, commodities, and private investments, tailored to each client's specific goals and risk tolerance. In addition to investment management, Optimal Capital offers comprehensive financial planning covering retirement, taxes, estate planning, cash flow, and insurance. The firm operates under several brand names, including Optimal Family Office, Optimal Advisor Partners, and Optimal Private Capital, and also provides access to specialized alternative investment and hedge fund strategies for qualified clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 negotiable based on account size and specific services.