How does the advisor help clients – Key Takeaways:
OPERA is a financial advisory firm that provides expert guidance to clients in managing their wealth and achieving their financial goals. With years of experience in the industry, their team of professionals have the knowledge and expertise to assist clients in navigating the complexities of the financial world.
Facts and Insights
OPERA offers a wide range of financial services to their clients, including investment management, retirement planning, tax management, and estate planning. They also provide personalized financial plans to suit the unique needs and goals of each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 50+ | 10+ years |
Financial Services Offered
OPERA offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Tax management
- Estate planning
- Financial planning
Client Types
OPERA works with a diverse range of clients, including individuals, families, and small business owners. They also cater to high net worth clients who require more specialized services such as private banking and wealth management.
Fees & Compensation
OPERA operates on a fee-based model, which means that their fees are based on a percentage of the assets they manage for their clients. This aligns their interests with their clients’ and ensures that they are working towards the same goal – growing the client’s wealth.
Background
The team at OPERA consists of highly trained and experienced financial experts, including Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs). They stay updated on the latest market trends and industry developments to provide their clients with the best possible advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, OPERA is required to disclose any potential conflicts of interest or disciplinary actions. This information can be found in their Form ADV, which is publicly available on the Securities and Exchange Commission’s website.