Opes Wealth Management, LLC
Assets Under Management
$664.7M
Number of Clients
386
Number of Advisors
13
Avg. Portfolio per Client
$1.7M
Avg. Managed per Advisor
$51.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Opes Wealth Management offers investment management and financial planning services. Investment advice is tailored to each client's objectives and financial needs. Opes Wealth Management offers three service programs: Opes Premier, Opes Select, and Opes Access. Premier and Select include financial planning and investment management. Access uses an automated investment platform. Financial planning covers retirement, cash flow, estate, charitable giving, tax, and insurance planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
Schedule shown is for Opes Premier Services. Opes Select and Opes Access have different fee schedules. Fees may be negotiable.
Fee Estimator
Areas of Practice
Location
535 Middlefield Road, Suite 160, Menlo Park, CA, 94025