Assets Under Management
$5.0M
Number of Clients
10
Number of Advisors
1
Average Client AUM
$500K
AUM per Advisor
$5.0M
Compensation
Fixed/Hourly
Optometry Wealth Advisors offers combined financial planning and investment management services tailored to client needs. Financial planning covers business, cash flow, college savings, employee benefits, estate, insurance, retirement, risk, and tax planning. Services are offered on an ongoing or limited scope basis.
CA, United States