Optimus Capital Advisors (OCA) provides financial planning and investment management services. Financial planning covers retirement, investments, cash flow, estate, insurance, and college funding. OCA primarily offers discretionary portfolio management, making investment decisions without needing your approval for each trade. OCA uses its own portfolio models and those developed by Dimensional Funds Advisors (DFA), primarily using mutual funds and ETFs issued by DFA. OCA also provides advice on non-securities matters, such as estate planning, insurance, and annuities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio management fees may be negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.