How does the advisor help clients – Key Takeaways:
OPUS CAPITAL MANAGEMENT is a reputable financial advisory firm that works with clients to help them achieve their financial goals. They offer a wide range of services and have a team of experienced advisors who provide personalized and comprehensive financial planning for their clients.
Facts and Insights
OPUS CAPITAL MANAGEMENT is a registered investment advisor that was founded in 2002. It is based in New York City and currently manages over $2 billion in assets. The firm has a team of 10 advisors who have an average of 20 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 10 | 18 years |
Financial Services Offered
OPUS CAPITAL MANAGEMENT offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
- Cash management
Client Types
OPUS CAPITAL MANAGEMENT works with a diverse range of clients, including high-net-worth individuals, families, and institutions. They also serve non-profit organizations and corporate retirement plans.
Fees & Compensation
The firm charges fees based on a percentage of assets under management. The exact percentage may vary depending on the type and complexity of the client’s financial needs. The firm does not receive any commissions or third-party compensation, ensuring that their recommendations are solely in the best interest of the client.
Background
The team at OPUS CAPITAL MANAGEMENT has a wide range of experience in the financial industry, including investment management, financial planning, and tax planning. They are committed to providing their clients with personalized and comprehensive financial solutions to help them achieve their goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, OPUS CAPITAL MANAGEMENT adheres to the highest standards of transparency and ethical conduct. They have a fiduciary obligation to always act in the best interest of their clients. The firm also has no disciplinary actions or regulatory sanctions against them.