Optimize Financial Inc. offers wealth planning and investment advisory services through its Wealth Planning Framework. The firm focuses on goals-based financial planning for individuals and households, with service levels varying based on assets under management. Optimize Financial primarily invests client assets in all stock and REIT ETFs, believing this approach is in clients' best interests. The firm also manages the Optimize Strategy Index ETF (OPTZ).
Assets Under Management$190M
Clients99
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 1.75% |
| $50M+ | 1.50% |
In addition to Optimize Financial's advisory fee, clients will also pay the Optimize Strategy Index ETF (OPTZ) expense ratio of 0.25% on assets invested in OPTZ.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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