Optimus Wealth Management Group offers personalized financial planning, retirement income planning, portfolio reviews, and referrals to third-party money managers. The firm helps clients evaluate their financial objectives, manage cash flows, review insurance policies, plan for taxes, fund education, and prepare for retirement and estate planning. Rather than managing investments directly, Optimus Wealth Management Group connects clients with outside investment managers such as Absolute Capital Management, while continuing to provide ongoing advice, reviews, and coordination. The firm operates as a fee-based advisory practice, meaning it charges fees for planning and advisory services rather than earning commissions on the sale of products like stocks, bonds, or mutual funds. The leadership team also maintains separate affiliations providing tax planning and insurance services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.5M | 1.50% |
| $1.5M - $3.5M | 1.50% |
| $3.5M+ | 1.50% |
Rates reflect the total advisory fee charged by third-party manager Absolute Capital Management, a portion of which is paid to Optimus Wealth Management Group as a referral fee. A minimum annual fee of $50 applies if account value falls below $50,000.