Optimize Wealth Management (OWM) provides investment management services, allocating client assets among various collective investment vehicles. OWM also offers financial planning and consulting services, including retirement, estate, and tax planning. OWM tailors its services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. Clients retain discretion over implementation of financial planning recommendations.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $3.0M | 2.15% |
| $3.0M - $5.0M | 2.05% |
| $5M+ | 1.80% |
Fund fees are included in the total fee and may include performance fees. There are additional expenses to both end clients and investors in the Funds. OWM may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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