Opes Capital Group, LLC is a registered investment advisor based in Los Angeles, California, providing discretionary investment management and financial consulting services primarily to individuals and high-net-worth individuals. Founded in 2009, Opes Capital Group builds balanced, diversified portfolios using traditional investments like bonds, equities, and mutual funds, as well as non-traditional options such as equity index options, commodities, real estate investment trusts, and insurance products. The firm tailors its services to meet individual client objectives and has the authority to make trades without asking first. Opes Capital Group also assists certain clients with selecting other investment advisors. The firm requires a minimum initial investment of $100,000, which can be waived at its discretion. Opes Capital Group's investment strategies involve various market techniques, including margin transactions, short sales, options, and derivatives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 6.00% |
Management fee is generally annualized between 1% and 6%, calculated monthly and paid in advance. Fees are negotiable.