Optimal Investment Performance (OIP) provides investment consulting services to individuals and high-net-worth individuals. OIP helps clients manage their own money by providing education, knowledge, and a written investment plan. OIP focuses on avoiding unnecessary fees, tax efficiency, investment selection, and improving investment behaviors. OIP offers complete financial reviews, investment plans, investment reviews, and ad-hoc consultations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Complete Financial Review, Investment Plan, and Implementation Support: Typically $3,800, but may range from $2,200 to $5,800 depending on the complexity of the client’s needs.
- Investment Review: Typically $2,100, but may range from $1,400 to $2,800 depending on the complexity of the client’s needs.
- Ad-hoc Consultations: $300 per hour or a negotiated fixed fee.
One-Time Plan:$1,400 - $5,800
Hourly Rate:$300/hr
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