Organize, Protect & Grow Your Wealth, LLC (OPGYWL) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. OPGYWL creates an Investment Policy Statement for each client. OPGYWL generally limits its investment advice to mutual funds, fixed income securities, real estate funds (including REITs), equities, ETFs (including ETFs in the gold and precious metal sectors), treasury inflation protected/inflation linked bonds and commodities.
Assets Under Management$16M
Clients69
Advisors1
Avg. per Client$240K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
OPGYWL charges an annual fee based on the value of your portfolio. The fee ranges from 1.00% to 3.00% of the total value of your investments. These fees are negotiable.
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