Optima Capital Management offers wealth management advisory services, including financial planning, investment advice, and guidance through life events. They also provide retirement plan services to small and medium-sized businesses, covering plan advisory, investment management, and educational services for plan participants. Optima Capital does not participate in wrap fee programs.
Assets Under Management$150M
Clients215
Advisors4
Avg. per Client$700K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable. Financial planning services are rendered in conjunction with portfolio management services and are therefore included in the percentage of assets under management fee. We do not offer financial planning as a standalone fixed-fee service.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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