Optimus Wealth Management Group (OWMG) offers personalized financial planning, retirement income planning, and investment management services to individuals. OWMG provides advice through consultations, covering financial objectives, problem identification, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. OWMG may hire sub-advisors to manage client accounts.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual investment advisory fee. The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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