Opes Capital provides investment advisory and financial consulting services to individuals and high net worth individuals on a discretionary basis. Opes Capital builds balanced portfolios with traditional and non-traditional investments. Advisory services are tailored to achieve the clients’ investment objectives. Opes Capital does not participate in wrap fee programs.
Assets Under Management$5M
Clients7
Advisors1
Avg. per Client$710K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Opes Capital typically charges a monthly fee based on a percentage of your account balance. This fee is generally between 1% and 6% per year. The fees are negotiable and may vary among clients.
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