Clinton Steinhoff is a registered investment advisor at Optima Capital Management, based in Fort Lauderdale, FL, with 5 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 215 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable. Financial planning services are rendered in conjunction with portfolio management services and are therefore included in the percentage of assets under management fee. We do not offer financial planning as a standalone fixed-fee service.
Fee Estimator
Location
Fort Lauderdale, FL
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Regulatory History (1)
Criminal
May 2017Employment History
Current Registrations
Optima Capital Management
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
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.