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
100 Plaza Carmona Dr, Hot Springs Village, AR, 71909
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.
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Allen is the president of Hargis & Stevens PA, where he spends full-time hours on tax preparation, accounting, and DBA for securities since 1986. He is also a member of Optivise Advisory Services, LLC, an SEC registered investment advisor.