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Optivise Advisory Services LLC

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Assets Under Management

$267.4M

Number of Clients

1,216

Number of Advisors

21

Average Client AUM

$220K

AUM per Advisor

$12.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Optivise Advisory Services provides asset management and financial planning to individuals, high-net-worth individuals, pension plans, and other entities. Services include ongoing portfolio management and financial consulting. They may use sub-advisors and offer model portfolios.

Fee Structure

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Location

109 Holiday Ct, Suite A6, Franklin, TN, 37067

21 Advisors at this firm

AH
Allen Parnell Hargis
BW
Brett Wright
BO
Britton Nathanial Ouellette
CC
Cory Bruce Carlton
CC
PFS
Cory Shane Colquette
CB
Craig Steven Black
FA
CFP
Frank O Akridge
GR
Gary Paul Robertson
JS
James Alan Schumaker
JS
James Ray Skillings
JS
Jennifer Megan Scherer
JT
CFP
Judith Darlene Tucker
KM
Kevin Dean Moss
KL
Kyle R Lewie
MM
Margaret Thamer Mayer
MW
Michael Ray Wallin
PD
Paul Allan Dyer
RD
Rory Kyle Davis
SA
Stacey Dean Andres
SB
Steven Anthony Bassetto
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