Optimal Investment Performance offers investment consulting and education to help individual investors manage their own money and invest with confidence. Optimal Investment Performance does not manage client accounts directly or make trades on your behalf. Instead, the firm provides written investment plans, education on minimizing fees and taxes, and guidance on selecting appropriate low-cost index funds and exchange-traded funds. Optimal Investment Performance offers two primary project-based services: a complete financial review and implementation support package, and a one-time investment portfolio review. Additionally, the firm provides ad-hoc consultations on specific topics, including guidance on unique investments like real estate or individual stocks. Services are provided for a one-time fixed fee or hourly rate.
Fee Structure
- Complete Financial Review, Investment Plan, and Implementation Support — typically $3,800 (ranging from $2,200 to $5,800 depending on your needs), which includes a consultation, written investment plan, financial checklist, help opening accounts, and one year of follow-up support.
- Investment Review — typically $2,100 (ranging from $1,400 to $2,800 depending on your needs), which includes a one-time portfolio review, a personalized recommendation letter, and a follow-up consultation within six months.
- Ad-hoc Consultations — $300 per hour for customized advice on specific financial and investment topics.