Optimum Financial offers investment advice tailored to clients’ needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Optimum Financial also provides financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial organization. Managed accounts are available to individuals and high net worth individuals.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 0.96% |
| $500K - $1.0M | 0.76% |
| $1.0M - $5.0M | 0.72% |
| $5M+ | 0.68% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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