Optimal Wealth Advisors (OWA) is an independent firm specializing in financial planning and investment management. Financial planning includes tax, insurance, retirement, and estate planning. OWA manages client portfolios considering their financial situation and risk tolerance. On occasion, OWA will recommend a sub-adviser. OWA uses general securities, mutual funds, government securities, and options.
Assets Under Management$14M
Clients54
Advisors1
Avg. per Client$250K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Optimal Wealth Advisors' annual fee for managing your money ranges from 0.5% to 2%, depending on the size and complexity of your account. The fee is negotiable and paid monthly or quarterly at the beginning of each period. If a sub-adviser is used, their maximum fee is 0.60%, billed monthly or quarterly.
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