Options Best Financial (OBF) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. OBF creates an Investment Policy Statement for each client. OBF requires authority to make trades without asking first. OBF seeks to make investment decisions in clients' best interests and allocate opportunities fairly.
Assets Under Management$3.5M
Clients3
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$3.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Qualified clients also pay a 20% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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