Optimus Capital Advisors, LLC
Assets Under Management
$245.1M
Number of Clients
168
Number of Advisors
3
Average Client AUM
$1.5M
AUM per Advisor
$81.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Optimus Capital Advisors, LLC (OCA) offers financial planning and discretionary portfolio management services tailored to individual client needs. OCA primarily uses its own portfolio models and those developed by Dimensional Funds Advisors (DFA), investing in various securities including equities, bonds, and ETFs.
Fee Structure
Financial planning fees range from $1,000 to $10,000 as a fixed fee or $250 per hour, with a minimum fee of $500. Portfolio management fees are negotiable, up to 1.00% of assets under management, payable monthly in arrears based on the average daily balance. A minimum of $250,000 is required to open and maintain an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Location
743 W. Main Street, Coppell, TX, 75019