Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optivise Advisory Services charges fixed or hourly fees for financial planning, with fixed fees up to $10,000 and hourly fees up to $200. For employer-sponsored defined contribution plans, they charge a monthly recurring fee of $30 to $200 per account. Portfolio management services are billed monthly in arrears based on the average daily balance, with maximum annualized fees of 1.80% for non-options-based accounts and 1.95% for options-based accounts. Fees are negotiable and will be reflected in the Investment Advisory Agreement. An annual account technology fee of up to $100 may be assessed.
Areas of Practice
Advisor Information
Office location
109 Holiday Court, Suite A6, Franklin, TN, 37067
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael operates under the DBA Mountain Brooke Wealth Management and sells fixed insurance products, dedicating full-time hours to these activities. He is also a managing member of Financial Archetics and Consultants, a FinTech company focused on data gathering and risk assessment, spending about 10-20% of his time on this venture.