Optima Asset Management provides investment advice to commingled investment vehicles and separately managed accounts. Optima works with investors to tailor investment programs to their objectives, risk tolerance, and any investment restrictions. Optima monitors the investments of these funds and accounts accordingly.
Assets Under Management$810M
Clients27
AdvisorsN/A
Avg. per Client$30M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
In addition, this Client PWM Account is charged an annual incentive fee of 5% of the profits earned in the Client PWM Account each year in excess of a hurdle rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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