Operose Advisors is a registered investment advisor that offers investment management and consulting services to individuals, high-net-worth individuals, families, trusts, businesses, foundations, retirement accounts, and retirement plans. Operose develops investment policy statements, assesses asset classes, selects third-party investment managers, constructs portfolios, and provides performance reporting and back-office support. Operose also offers consulting and financial planning services.
Fee Structure
Operose Advisors typically charges an annual fee based on a percentage of the assets they manage. This fee generally ranges from 0.10% to 0.95% depending on the scope and complexity of the advisory services. The fees are calculated quarterly based on the average daily balance of your account. The firm may also charge flat fees in lieu of a percentage of assets under management, which are negotiated on a case-by-case basis.