Optimist Capital provides investment advice and manages portfolios for individuals and institutions, focusing on marketable securities like stocks, bonds, and options. They use fundamental analysis for long-term growth, typically holding investments for over a year. Portfolios are tailored to each client's needs, and clients can restrict certain investments. Optimist Capital also offers pension consulting services for small to medium-sized businesses, managing these plans with mostly indexed-based investments.
Assets Under Management$97M
Clients70
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Minimum client relationships are $1mil, however agreements can be made for smaller assets on a case by case basis. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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