Optimal Planning LLC provides investment management services on a discretionary basis, tailoring portfolios to individual client needs. They also offer financial planning, which includes evaluating a client's financial situation and creating a plan to achieve their goals. Financial planning covers areas like cash flow, debt management, college savings, estate planning, insurance, investments, and retirement planning.
Assets Under Management$36M
Clients142
Advisors1
Avg. per Client$250K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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