Optas offers financial planning, consulting, and investment management services. Financial planning covers investment, compensation, retirement, estate, charitable, education, and tax planning. Investment management includes managing portfolios with mutual funds, ETFs, and independent managers. Optas also provides advice on legacy positions and assets held in employer-sponsored retirement plans. Optas tailors its services to individual client needs and risk tolerance.
Fee Structure
Optas offers investment management services for a fee based on the amount of your portfolio. The fee will not exceed 1.5% annually. Optas also offers comprehensive portfolio management services for a fee based on the amount of your portfolio or for a fixed fee. This fee will not exceed an asset-based fee of 2.00% annually. Fees are billed quarterly in advance.
