Optimum Capital Strategies (OCS) offers personalized asset management services to individuals and families. OCS manages portfolios of stocks, ETFs, and bonds. In addition to investment management, OCS offers retirement planning and diversification services at no extra charge to account holders. Comprehensive financial planning is available for a negotiated fee, either hourly or as a one-time fee.
Assets Under Management$34M
Clients50
Advisors2
Avg. per Client$670K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Equity Portfolios: 1.50% on assets between $100,000 and $5,000,000; 1.25% on assets between $5,000,000 and $10,000,000; 1.00% on assets over $10,000,000. ETF Portfolios: 1.00% on assets under management. Fixed Income Portfolios: 0.75% on assets under management. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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