Optimal Wealth Advisors offers personalized investment management and financial planning services. The firm designs and monitors customized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, government securities, and options, tailored to each client's individual goals, risk tolerance, and time horizon. In addition to managing investments, Optimal Wealth Advisors provides comprehensive financial planning covering retirement, taxes, insurance, and estate planning. The firm operates independently with a focus on conservative asset allocation and strategies designed to minimize unnecessary transaction costs. Clients maintain their funds with an independent qualified custodian, while Optimal Wealth Advisors handles day-to-day management without holding physical custody of assets. Optimal Wealth Advisors specializes in working with individuals and high net worth clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee ranges from 0.50% to 2.00% depending on the size and complexity of the account. If a sub-adviser is utilized, the sub-adviser charges a separate fee of up to 0.60%.