Opal Wealth Advisors offers comprehensive wealth management services rooted heavily in financial planning, along with discretionary and non-discretionary investment portfolio management. The firm assists clients with business planning, cash flow forecasting, trust and estate planning, investment consulting, insurance planning, retirement planning, charitable giving, distribution planning, and tax planning. Opal Wealth Advisors primarily allocates client assets among mutual funds, exchange-traded funds, bonds, private funds, and proprietary model portfolios, and may also utilize independent investment managers through unified managed account platforms. The firm tailors its services to individual client objectives, risk tolerances, and time horizons.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.50% to 1.50% based on portfolio size and composition. Subject to a minimum quarterly fee of $1,250 ($5,000 annually), which may be waived or reduced at the firm's discretion.