Opulentia offers wealth management, financial planning, investment management, and consulting services to individuals, trusts, estates, and businesses. Opulentia works with clients to define a risk profile and constructs a portfolio based on their ability and willingness to take risks. Opulentia uses AssetMark, Inc. for portfolio management services.
Assets Under Management$33M
Clients127
Advisors3
Avg. per Client$260K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be waived or reduced at Opulentia's discretion. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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