Optivise Advisory Services manages investment portfolios and provides personalized financial planning and consulting services. Clients can receive ongoing portfolio management on a discretionary or non-discretionary basis, utilizing individual stocks, bonds, mutual funds, exchange-traded funds, and options. The firm also offers specialized retirement plan consulting for employer-sponsored accounts. Optivise Advisory Services tailors its investment strategies to match each client's individual goals, risk tolerance, and time horizon. Financial planning services cover broad topics such as retirement planning, cash flow management, tax strategies, estate planning, education funding, and insurance reviews. The firm works with individuals, high-net-worth families, trusts, estates, and retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Maximum annualized fee is 1.80% for non-options-based accounts and 1.95% for options-based accounts. Fees are negotiable.