Optimum Wealth provides personalized financial planning and investment management services. This includes helping clients determine financial objectives, identify financial problems, manage cash flow, review insurance, manage investments, plan for education, and plan for retirement. Optimum Wealth may recommend third-party managers to manage client portfolios and receives referral fees from them.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...