Opal Advisors is a fee-based investment advisory firm offering personalized financial planning and investment management. Opal provides advice through consultations to determine financial objectives, including individual, business, and specialty planning services. Financial planning is included for investment management clients, but is not offered as a standalone service. Opal also advises a private fund, but it is not open to new investors.
Assets Under Management$120M
Clients228
Advisors5
Avg. per Client$530K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable and may be lower based on factors such as client type, account size, and anticipated increases in assets. Clients will not be charged a total management fee over 2%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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