Opulence Planning offers investment management based on client needs and goals, primarily using stocks, bonds, mutual funds, and ETFs. They also offer financial planning services covering business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Financial planning is offered on an ongoing or project basis. They may use third-party investment managers and Betterment for Advisors.
Assets Under Management$13M
Clients76
Advisors1
Avg. per Client$170K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.60% |
Fees are negotiable. When a TAMP is used, their fee will be separate and in addition to the fee outlined above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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