How does the advisor help clients – Key Takeaways:
OPTIVISE ADVISORY SERVICES LLC is a financial advisory firm that offers a wide range of services to its clients. The firm has a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals. Here are some key takeaways about how they assist their clients:
- Provide personalized financial advice to meet individual needs and goals
- Create customized financial plans based on clients’ risk tolerance and objectives
- Regularly monitor and review investments to ensure they align with clients’ goals
- Offer comprehensive financial planning services, including retirement planning, investment management, tax planning, and estate planning
Facts and Insights
Here are some facts and insights about OPTIVISE ADVISORY SERVICES LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 10 years |
Financial Services Offered
The firm offers a comprehensive range of financial services to help clients achieve their goals. Some of the services provided by OPTIVISE ADVISORY SERVICES LLC include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Wealth transfer planning
- Charitable giving
Client Types
OPTIVISE ADVISORY SERVICES LLC serves a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Nonprofit organizations
- Trusts
Fees & Compensation
The firm’s fees and compensation structure may vary depending on the services provided and the complexity of the client’s financial situation. The typical fee structure includes a combination of hourly fees, fixed fees, and asset-based fees. Clients are informed about all fees and compensation prior to engaging in any services.
Background
Founded in 2010, OPTIVISE ADVISORY SERVICES LLC is a registered investment advisor that is headquartered in New York City. The firm’s mission is to provide objective and comprehensive financial planning and investment management services to its clients. The team of advisors at OPTIVISE has over 50 years of combined experience in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, OPTIVISE ADVISORY SERVICES LLC is bound by fiduciary duty to act in the best interests of its clients. This means that the firm is required to disclose any potential conflicts of interest to its clients. Some important disclosures to keep in mind include:
- Compensation from third parties for recommending certain products or services
- Potential conflicts of interest in providing advice or recommending products
- Use of client information for marketing purposes