Optimum Wealth Management provides investment management and financial planning services. Investment advice is tailored to clients’ needs. For investment management, Optimum Wealth Management uses sub-advisors for back-office support, trading, report preparation, and billing. The firm also offers financial planning on an hourly basis, covering topics like wills, estate planning, investments, taxes, and insurance.
Assets Under Management$18M
Clients21
Advisors1
Avg. per Client$870K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.70% |
| $50K - $100K | 1.65% |
| $100K - $500K | 1.45% |
| $500K - $1.0M | 1.30% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Total combined annual advisory fees will not exceed 1.70% of assets under management. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Lower fees for comparable services may be available from other advisors that do not utilize the services of sub-advisors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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