Opus Financial Solutions provides investment management on a discretionary or non-discretionary basis, along with financial planning and tax services. They work with clients to understand their goals, risk tolerance, and financial situation to develop a personalized investment plan. Opus primarily uses ETFs and mutual funds, but may also use alternative investments. They also offer financial planning services covering budgeting, savings, retirement, insurance, education, tax, and estate planning.
Fee Structure
Opus Financial Solutions charges a percentage of your portfolio annually. The maximum annual fee is 1.00%. A minimum quarterly fee of $2,500 is required for advisory services to include full financial planning and tax planning services. If the quarterly minimum is not met, financial planning services are available at $350/hour, a fixed fee, or an annual retainer.
