Opal Capital offers asset management as a sub-advisor to third-party investment advisors and provides model portfolios. Austin Graff, Opal's Managing Member, offers Outsourced Chief Investment Officer (OCIO) services to third-party investment advisors. Opal Capital also manages the TrueShares Low Volatility Equity Income ETF (DIVZ) and the Opal International Dividend Income ETF (IDVZ). Services are tailored to each client's financial situation and investment objectives.
Assets Under Management$140M
Clients3
Advisors3
Avg. per Client$45M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.60% |
| $100K - $500K | 0.55% |
| $500K+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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