Optivest offers money management and family office services, including financial and retirement planning, family wealth advisory, and concierge services. Optivest provides investment advice on various assets, including real estate and private business transactions, conducting due diligence before recommendations. Optivest designs custom portfolios and monitors capital market conditions and client circumstances, making adjustments as needed.
Assets Under Management$320M
Clients104
Advisors3
Avg. per Client$3M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $75.0M | 0.45% |
| $75.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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