Optimal Capital Advisors, LLC
Assets Under Management
$119.1M
Number of Clients
131
Number of Advisors
2
Average Client AUM
$909K
AUM per Advisor
$59.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Optimal Capital Advisors provides discretionary investment management services based on client objectives, utilizing strategic and tactical asset allocation. They also offer financial planning and consulting services, including retirement, education, and estate planning. The firm serves individuals, trusts, corporations, and 401(k) plans.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Optimal Capital’s actual fees may be negotiated and a client may pay more or less than similar clients depending on the particular circumstances of the client.
Fee Estimator
Investment management fees are based on a percentage of assets under management, as detailed in the fee table. Fees are payable quarterly in advance. Financial planning and consulting fees are charged on a fixed fee retainer basis. Clients are also responsible for third-party vendor (Orion) fees for multi-custodial household reporting, billing, trading, planning, compliance and client portal software and services.
Areas of Practice
Location
12935 SW Bayshore Dr, Suite 305, Traverse City, MI, 49684