Óptimo Capital is an investment advisory firm that primarily supervises investment portfolios for emerging companies, startups, their founders, and employees. Óptimo Capital designs and supervises client portfolios individually, according to each client’s situation, objectives, and risk tolerance. The firm also provides consulting services to founders involved in scaling their startups and capital raising activities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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