Optimal Capital Advisors provides investment management services on a discretionary basis, constructing portfolios based on client objectives. They also offer financial planning and consulting services covering various areas like retirement, tax, and estate planning. Optimal Capital also acts as a sub-advisor to private funds. They utilize Orion Advisor Services for reporting, billing, and other services.
Assets Under Management$120M
Clients131
Advisors2
Avg. per Client$910K
Avg. per Advisor$60M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable and may vary based on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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