Opal Wealth Advisors provides financial planning, consulting, and investment management services to individuals, families, and retirement plans. Opal Wealth Advisors allocates client assets among mutual funds, exchange-traded funds, and independent investment managers. Opal Wealth Advisors also offers advice on legacy positions and investments held in employer-sponsored retirement plans and qualified tuition plans.
Fee Structure
Opal Wealth Advisors charges an annual fee based on the value of your investments. This fee generally ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services you receive. For certain client holdings, such as held-away assets or alternative investments, Opal Wealth Advisors may negotiate a different fee rate. There is a minimum quarterly fee of $1,250.