Opulent Wealth provides wealth management services, including financial planning and portfolio management. Financial planning covers cash flow, college funding, retirement, risk management, estate planning, and tax analysis. Portfolio management provides ongoing supervision of client accounts. Opulent Wealth primarily employs a Core + Satellite investment strategy using ETFs, mutual funds, individual equities and fixed income.
Assets Under Management$49M
Clients8
Advisors1
Avg. per Client$6.1M
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $7.5M | 0.50% |
| $7.5M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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