Opulus LLC offers financial planning and consulting services covering areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax strategies. Opulus also provides investment advisory and management services, using third-party sub-advisers to manage client portfolios. Opulus monitors the sub-adviser's performance to ensure alignment with client goals.
Fee Structure
Opulus LLC does not directly manage investments. Instead, Opulus refers clients to third-party sub-advisers for investment management. Opulus's portion of the fee typically ranges from 0.15% to 1.25% of the assets managed by the sub-adviser. The total combined fees paid to Opulus and the sub-adviser will not exceed 2.0% of the assets under management. The sub-adviser's fees may or may not be negotiable.