Assets Under Management
$316.1M
Number of Clients
104
Number of Advisors
3
Average Client AUM
$3.0M
AUM per Advisor
$105.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Optivest provides money management and family office services, including financial and retirement planning, family wealth advisory, and consultative services. They offer custom portfolios, advice on various investments, and conduct due diligence on real estate and private placements. Fees are based on AUM or a flat fee.
| Assets Under Management | 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% |
30448 Rancho Viejo Road, Suite 230, San Juan Capistrano, CA, 92675