Lisa Bayer is a CFA, CFP-designated registered investment advisor at Opus Financial Solutions LLC, based in Durango, CO, with 16 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 186 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Opus Financial Solutions charges a percentage of your portfolio annually. The maximum annual fee is 1.00%. A minimum quarterly fee of $2,500 is required for advisory services to include full financial planning and tax planning services. If the quarterly minimum is not met, financial planning services are available at $350/hour, a fixed fee, or an annual retainer.
Location
Durango, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Opus Financial Solutions LLC
Previous Registrations
Pinnacle Financial Group LLC
Oberweis Securities, INC.
Edward Jones
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.