Opulen Financial Group provides investment advice and financial planning services. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning services include comprehensive financial plans and ongoing financial planning. Opulen also offers ERISA plan services to retirement plans. Seminars are held to educate the public on investments.
Assets Under Management$170M
Clients172
Advisors2
Avg. per Client$1M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. When utilizing Schwab Personalized Indexing to manage Clients’ investment portfolios client will pay an additional fee of 0.12% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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