Opima Capital Management provides personalized investment portfolio management and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm designs custom investment strategies based on each client's specific goals, time horizon, and risk tolerance, operating on either a discretionary basis (making trades without prior approval) or a non-discretionary basis (requiring client approval before trades). In addition to portfolio management, Opima Capital Management offers comprehensive to single-subject financial planning and retirement plan consulting services for employer-sponsored plans. The firm typically requires a minimum account size of $5,000,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.35% |
| $75.0M - $100.0M | 0.25% |
| $100M+ | 0.25% |
Fees for assets above $100,000,000 are individually negotiated. Fees are calculated based on average daily balance and billed monthly in arrears.