Opti Bloom Advisors provides investment advice to individuals, high net worth individuals, charitable organizations, corporations, and business entities. Opti Bloom offers discretionary asset management services, financial planning, and ongoing investment consulting. Investment strategies are tailored to each client's goals and objectives. Seminars and workshops are also offered to educate the public on different types of investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.40% |
| $1M+ | 0.35% |
The annual fee is negotiable based upon certain criteria (e.g., type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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