Optimized Investments LLC provides financial planning advice on topics like cash flow, college funding, retirement, and estate planning. They also offer ongoing portfolio management services. Optimized Investments does not manage bundled fee investment programs. The firm works with clients to understand their financial needs, goals, and holdings to create a financial plan or investment portfolio.
Assets Under Management$1.7M
Clients7
AdvisorsN/A
Avg. per Client$240K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1M+ | 0.25% |
For the benefit of discounting our asset-based fee, we aggregate accounts for the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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