Optura Advisors provides wealth management services to individuals and retirement plan consulting to businesses. For individuals, Optura Advisors helps determine investment strategies using passively or actively managed portfolios. They also offer financial planning consultations on topics like insurance, college, estate, Social Security, and tax planning. They may recommend third-party investment advisors and monitor client accounts.
Assets Under Management$1.2M
Clients18
Advisors1
Avg. per Client$64K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Express Investment Advisory Service using Betterment charges 0.70% per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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