OpCrest Investment Management is a registered investment advisor that manages investment portfolios for individuals, including high-net-worth individuals. OpCrest primarily uses option contract strategies and exchange-listed securities. Investment management services are tailored to each client's needs, goals, risk tolerance, and financial condition. Clients can provide investment policies and restrictions, which OpCrest will follow.
Assets Under Management$10M
Clients15
Advisors1
Avg. per Client$670K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for amounts above $2,000,000. Qualified clients may have performance-based fees instead.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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