Opus Private Wealth Group offers investment advisory services, including comprehensive portfolio management through wrap accounts, and financial planning and consulting. Financial planning covers investment, retirement, estate, tax, education, and real estate planning. Opus Private Wealth Group may use Pontera to manage assets held away, such as 401(k) accounts. The firm acts as a fiduciary, prioritizing client interests.
Assets Under Management$130M
Clients142
Advisors3
Avg. per Client$900K
Avg. per Advisor$43M
Fee Structure
Opus Private Wealth Group offers comprehensive portfolio management services through wrap accounts. The fees for this service are described in a separate Wrap Fee Program Brochure. The firm also uses Pontera to manage assets held away, such as 401(k) accounts, and covers the 0.30% fee charged by Pontera for those assets.
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