Opinicus offers financial planning and investment management services. Financial planning includes general finance, business consulting, retirement planning, estate planning, investment advising, tax planning, and insurance planning. Investment management is offered to clients who also purchase a financial plan. Opinicus manages investments based on individual goals, objectives, and risk tolerance.
Assets Under Management$300M
Clients257
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$59M
www.linkedin.com/company/opinicus-wealth-manage... ·www.opinicusinc.com ·www.facebook.com/opinicusinc
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.68% |
| $10M+ | 0.40% |
Must also purchase a financial plan. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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