Optima Capital Management LLC is an independent wealth management firm founded in 2019 and based in Tempe, Arizona. The firm provides comprehensive advisory services, including personalized portfolio management, financial planning, and retirement plan services. Optima Capital Management uses a goals-based approach to help clients navigate financial transitions and build long-term wealth. Portfolio management services are tailored to each client's specific risk tolerance, time horizon, and objectives, with the firm managing accounts on an authority-to-trade-without-asking basis. Financial planning covers areas such as net worth analysis, retirement income modeling, education funding, tax estimates, and estate analysis. In addition to individual wealth management, the firm offers employer retirement plan consulting and fiduciary services. Optima Capital Management operates as an independent fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Retirement plan services follow a separate tiered schedule ranging from 0.25% to 1.00% based on plan assets.