Optimus Capital Advisors provides personalized investment management and financial planning services to individuals, trusts, estates, and business entities. The firm primarily builds discretionary investment portfolios tailored to each client's goals, often utilizing models and mutual funds from Dimensional Fund Advisors alongside exchange-traded funds, individual bonds, and other securities. In addition to portfolio management, Optimus Capital Advisors offers comprehensive financial planning covering retirement, cash flow, estate planning, and insurance, as well as standalone hourly and fixed-fee consulting. The firm operates as an independent registered investment advisor based in Coppell, Texas.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual portfolio management fee is up to 1.00% of assets under management, billed monthly in arrears. Fees are negotiable.