OppoQuest provides investment management services to individuals and businesses through separately managed accounts. OppoQuest offers discretionary and non-discretionary accounts and is independent of any 'wall-street' broker-dealer or investment-banking firm. OppoQuest offers four mainline investment strategies: Growth, Moderate, Conservative, and Options-Enhanced, as well as customized strategies.
Assets Under Management$35M
Clients75
Advisors3
Avg. per Client$460K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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