Optima Capital LLC offers investment advice tailored to clients' needs and objectives. They provide discretionary portfolio management, financial planning, and advisory consulting services. Optima Capital may recommend third-party money managers. They primarily advise on ETFs and mutual funds, and may also advise on other investments based on client goals.
Assets Under Management$290M
Clients614
Advisors7
Avg. per Client$480K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee will not exceed 1.50%. Fees may be negotiable or waived at Optima Capital's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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