Optimal Wealth provides ongoing portfolio management based on individual client goals, including financial planning and consulting. They create an Investment Policy Statement outlining the client's situation and construct a suitable portfolio. Optimal Wealth also offers pension consulting services and financial planning for clients not seeking ongoing wealth management. They may work with sub-advisors and offer DST/1031 Exchange consulting.
Assets Under Management$76M
Clients44
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$500K
Optimal Wealth charges an annual fee based on the value of your portfolio, ranging from 0.60% to 2.00%. The exact fee depends on the amount you invest and the complexity of services, such as financial planning and portfolio management. This fee is paid quarterly, in advance. The fee is negotiable.
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