Optometry Wealth Advisors LLC
Assets Under Management
$5.0M
Number of Clients
10
Number of Advisors
1
Average Client AUM
$500K
AUM per Advisor
$5.0M
Compensation
Fixed/Hourly
About This Firm
Optometry Wealth Advisors offers combined financial planning and investment management services tailored to client needs. They develop investment plans with asset allocation targets and manage model portfolios using mutual funds and ETFs. Financial planning covers various areas, including business planning, cash flow, college savings, estate planning, and retirement planning.
Fee Structure
Optometry Wealth Advisors charges a fixed monthly fee for ongoing financial planning and investment management, ranging from $395 to $5,000 per month, based on factors like career stage, income, and complexity. Fees may increase annually by up to 3%. Limited scope financial planning is available on a project basis ($400-$10,000) or hourly ($250/hour). Fees are exclusive of brokerage commissions and other third-party expenses.
Areas of Practice
Location
CA, United States