Opus Capital Management
Assets Under Management
$1.2B
Number of Clients
414
Number of Advisors
3
Average Client AUM
$3.0M
AUM per Advisor
$408.5M
Compensation
Fee-Only (AUM)
About This Firm
Opus Capital Management offers wealth management and pension consulting advisory services. Wealth management includes investment advisory and financial planning based on client investment objectives. Pension consulting services are offered as both ERISA Section 3(21) and 3(38) consultant. The firm does not offer estate planning, tax advice, or insurance needs assessment.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee Estimator
For Wealth Management accounts, the standard fee schedule is 1.00% per year on all assets managed. Fees are billed quarterly in arrears. Clients may be billed directly or authorize direct debit from their accounts. Fees are prorated for capital contributions and withdrawals greater than 5% of the account value. Accounts initiated or terminated during a quarter will be charged a prorated fee.
Areas of Practice
Location
221 East 4th Street, Suite 2850, Cincinnati, OH, 45202