David Savage

Opes Wealth Management offers three investment management programs with different fee structures:

• Opes Premier Services:

  • 1.25% per year on the first $1 million of your portfolio
  • 0.65% per year on the value between $1 million and $2 million
  • 0.55% per year on the value between $2 million and $5 million
  • 0.35% per year on the value over $5 million

• Opes Select Services:

  • 1.0% per year on the first $1 million of your portfolio
  • 0.6% per year on the value between $1 million and $2 million
  • 0.5% per year on the value between $2 million and $5 million
  • 0.3% per year on the value over $5 million

• Opes Access Services:

  • 0.75% per year on the first $1 million of your portfolio
  • 0.45% per year on the value between $1 million and $5 million
  • 0.3% per year on the value over $5 million