Optimized Capital offers financial planning, portfolio management, and retirement plan consulting. The firm creates tailored financial plans using software and personal interviews. For investment accounts, Optimized Capital builds portfolios based on client goals, risk tolerance, and time frame, using model portfolios. The firm requests authority to make trades without asking first.
Assets Under Management$63M
Clients10
Advisors2
Avg. per Client$6.3M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
For accounts over $1 million, the fee is either 1.00% per year or a fixed fee of no less than $10,000 unless negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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