Opes Wealth Management offers investment management and financial planning services. Investment advice is tailored to each client's objectives and financial needs. Opes Wealth Management offers three service programs: Opes Premier, Opes Select, and Opes Access. Premier and Select include financial planning and investment management. Access uses an automated investment platform. Financial planning covers retirement, cash flow, estate, charitable giving, tax, and insurance planning.
Assets Under Management$660M
Clients386
Advisors15
Avg. per Client$1.7M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Opes Wealth Management offers three investment management programs with different fee structures:
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Opes Premier Services:
- 1.25% per year on the first $1 million of your portfolio
- 0.65% per year on the value between $1 million and $2 million
- 0.55% per year on the value between $2 million and $5 million
- 0.35% per year on the value over $5 million
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Opes Select Services:
- 1.0% per year on the first $1 million of your portfolio
- 0.6% per year on the value between $1 million and $2 million
- 0.5% per year on the value between $2 million and $5 million
- 0.3% per year on the value over $5 million
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Opes Access Services:
- 0.75% per year on the first $1 million of your portfolio
- 0.45% per year on the value between $1 million and $5 million
- 0.3% per year on the value over $5 million
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