Best Investment Options provides investment management services tailored to clients' individual needs, objectives, and risk tolerance. The firm offers advice on equities, mutual funds, exchange traded funds, fixed income instruments, and options trading. Best Investment has discretionary authority to manage client accounts.
Assets Under Management$1.2M
Clients8
Advisors1
Avg. per Client$150K
Avg. per Advisor$1.2M
Fee Structure
Investment management only (planning not offered)
Best Investment Options charges an annual fee of up to 2.00% of the value of your portfolio. The fee is calculated daily but charged quarterly. The specific fee is negotiated with each client based on factors such as the amount of assets managed and the level of service provided.
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