Optivise Advisory Services LLC
Assets Under Management
$267.4M
Number of Clients
1,216
Number of Advisors
21
Average Client AUM
$220K
AUM per Advisor
$12.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Optivise Advisory Services provides asset management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, financial institutions, trusts, estates, and charitable organizations. They offer ongoing portfolio management based on client goals and objectives, and financial planning services tailored to client needs.
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
Location
109 Holiday Ct, Suite A6, Franklin, TN, 37067