Opportunity Investment Group provides investment advice and manages investment portfolios for individuals and small businesses. Jason Adams founded the firm in 2024. Opportunity Investment Group considers your financial situation, risk tolerance, and investment goals when providing advice. The firm primarily invests in equity securities, corporate debt, and mutual funds.
Assets Under Management$38M
Clients51
Advisors1
Avg. per Client$750K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 1.50% |
All fees are negotiable, but will not exceed 2.00% annually. Lower fees may be available elsewhere for similar services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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