Optivise Advisory Services offers investment management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, financial institutions, trusts, estates, charitable organizations, and other registered investment advisors. Optivise offers ongoing portfolio management services based on the Client’s goals, objectives, time horizon, and risk tolerance. Financial planning services are offered for a fixed or hourly fee.
Fee Structure
Optivise Advisory Services charges an annual fee based on a percentage of the value of your investments.
Maximum annual fee for accounts that do not use options: 1.80% Maximum annual fee for accounts that use options: 1.95%
Fees are negotiable and are billed monthly based on the average daily balance of your account. The fee is deducted directly from your account.