Oppna Wealth is a registered investment advisor founded in 2025 and located in Knoxville, Tennessee. Oppna Wealth offers discretionary investment management services, designing personalized portfolios based on each client's goals, time horizon, and risk tolerance. As part of the investment management service, Oppna Wealth can also provide comprehensive financial planning covering topics such as retirement income, taxes, estate planning, and insurance at no additional cost. Oppna Wealth requires a household account minimum of $250,000 to open and maintain an account.
Assets Under Management$20M
Clients54
Advisors1
Avg. per Client$380K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Fees are negotiable based on historical relationships, account composition, and expected future assets. Financial planning is included at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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