Optimum Capital Strategies is a registered investment advisor based in Beaverton, Oregon, founded in 2009 by Mark Jimenez and Don Bredehoeft. Optimum Capital Strategies manages custom portfolios consisting of individual stocks, exchange-traded funds, equity options, and bonds. The firm builds portfolios tailored to specific risk tolerances and objectives, utilizing value investing strategies and options to manage market risk. In addition to investment management, Optimum Capital Strategies offers ongoing retirement planning, business diversification, and securities buy-back services at no extra charge to portfolio management clients. Standalone comprehensive financial planning is available on an hourly or one-time project fee basis. Optimum Capital Strategies acts legally in its clients' best interests and operates without accepting commissions or selling third-party financial products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Rates shown apply to equity portfolios. Exchange-traded fund portfolios are charged a flat 1.00% per year, and fixed income portfolios are charged 0.75% per year. Fees are generally negotiable.