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
McKee Center 2894 N McKee Cir, Suite 115, Fayetteville, AR, 72703
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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James owns Easycorals.com, propagating and selling saltwater corals, dedicating minimal time to it. He also owns an investment-related 401k business (full-time), is an investment advisor representative with Optivise Advisory Services, LLC (nearly full-time), a SmartVestor Pro with Ramsey Solutions (about half his time), and owns a financial planning DBA (about half his time).