How does the advisor help clients – Key Takeaways:
OPAL Advisors provides comprehensive financial services to help clients reach their financial goals. They offer personalized solutions based on each client’s unique needs and prioritize clear communication and transparency throughout the process.
Facts and Insights
Founded in 2005, OPAL Advisors has over 15 years of experience in the financial services industry. During this time, they have helped numerous clients achieve their financial objectives, whether it be saving for retirement, planning for their child’s education, or building wealth for the future.
The company’s success can be attributed to their team of knowledgeable and experienced advisors who are committed to providing top-quality service to their clients. With a focus on building long-term relationships, OPAL Advisors values trust, integrity, and reliability in all aspects of their business.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 15 years |
Financial Services Offered
OPAL Advisors offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance solutions
- And more
Client Types
OPAL Advisors works with a diverse client base, including individuals, families, and small business owners. They have the expertise to understand the unique needs and circumstances of each client and provide tailored solutions to help them reach their financial goals.
Fees & Compensation
OPAL Advisors believes in transparency when it comes to fees and compensation. They charge a percentage of assets under management as their advisory fee, which typically ranges from 1% to 2%. They also offer a flat fee option for certain services. The company does not receive any commissions for selling products, ensuring that their recommendations are always in the best interest of their clients.
Background
The team at OPAL Advisors is made up of highly qualified financial professionals who have years of experience in the industry. Their advisors hold various certifications and designations, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Chartered Retirement Planning Counselor (CRPC®). This expertise allows them to provide comprehensive and personalized financial advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, OPAL Advisors is committed to full disclosure and transparency. They have a fiduciary duty to their clients, meaning they are legally obligated to always act in their best interests. Additionally, they have no disclosures or legal actions against them, ensuring that clients can trust them to manage their finances with integrity and professionalism.