About OPES CAPITAL GROUP, LLC
OPES CAPITAL GROUP, LLC is a leading financial advisory firm that specializes in assisting clients with their investments and financial management. With a team of experienced professionals, OPES CAPITAL GROUP, LLC provides personalized and comprehensive financial services to individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and assistance
- Offers a wide range of financial services
- Has a team of experienced professionals
- Strives to help clients achieve their financial goals
Facts and Insights
Founded in 2005, OPES CAPITAL GROUP, LLC has been in the business for over 15 years, providing top-notch financial services to its clients. The firm has consistently delivered excellent results and has gained a reputation for its trustworthy and transparent approach.
Assets Under Management, Number of Advisors and Time in Business:
| As of 2020 | Amount |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 25 |
| Time in Business | 15 years |
Financial Services Offered
- Investment Management
- Wealth Planning
- Retirement Planning
- Tax Planning
- Estate Planning
Client Types
- High-net-worth individuals
- Business owners
- Retirees
- Family trusts
- Non-profit organizations
Fees & Compensation
OPES CAPITAL GROUP, LLC believes in transparent and fair compensation for its services. The firm charges a percentage of assets under management, with no hidden fees or commissions. This approach aligns the firm’s interests with its clients and ensures that the advisors are focused on helping clients grow their wealth.
Background
The team at OPES CAPITAL GROUP, LLC is made up of experienced financial professionals with diverse backgrounds and expertise. This allows the firm to provide clients with a wide range of financial services and personalized advice. The firm also stays up-to-date with the latest market trends and research to ensure its clients are well-informed about their investments.
Financial Advisor Disclosures to Know
As a registered investment advisor, OPES CAPITAL GROUP, LLC has a fiduciary duty to act in the best interest of its clients. This means that the firm always puts the client’s interest above its own. Additionally, the firm has a clean record with no disciplinary actions or conflicts of interest.