How does the advisor help clients – Key Takeaways:
OPUS INVESTMENT ADVISORS, LLC serves as a trusted financial advisor for individuals, families, and institutions seeking to achieve their financial goals. With a team of experienced and highly qualified professionals, they offer comprehensive financial services to assist clients in making sound investment decisions. Through personalized strategies and tailored solutions, OPUS INVESTMENT ADVISORS, LLC is committed to helping clients reach their financial objectives efficiently and effectively.
Facts and Insights:
OPUS INVESTMENT ADVISORS, LLC was founded in 2005 and is based in New York, NY. They currently manage over $1 billion in assets and have a team of 20 financial advisors. With decades of combined experience and expertise, the advisors at OPUS INVESTMENT ADVISORS, LLC have a deep understanding of the financial markets and strive to provide the best possible solutions for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20 | 15+ years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Financial Education
Client Types:
OPUS INVESTMENT ADVISORS, LLC works with a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Institutions
- Corporate executives
- Business owners
Fees & Compensation:
OPUS INVESTMENT ADVISORS, LLC operates on a fee-only basis, which means they do not earn commissions or receive payments for recommending specific investments. Their fees are based on a percentage of assets under management, providing an incentive for the firm to make profitable investments for their clients.
The specific fee structure may vary depending on the complexity of the client’s financial situation and the services provided. However, the firm is committed to transparency and will always fully disclose their fees and any potential conflicts of interest.
Background:
OPUS INVESTMENT ADVISORS, LLC was founded by a team of experienced financial professionals who shared a common goal of providing top-notch financial services to clients. With a client-centric approach and a commitment to ethics and integrity, the firm has earned a reputation for excellence in the financial industry.
Financial Advisor Disclosures to Know:
While OPUS INVESTMENT ADVISORS, LLC works diligently to serve the best interests of their clients, it is important for potential clients to be aware of any potential conflicts of interest. Here are some key disclosures to keep in mind:
- The firm may have affiliated or third-party companies that could receive financial benefits from certain investment recommendations.
- The advisors at OPUS INVESTMENT ADVISORS, LLC may have personal investments in some of the products they recommend to clients.
It is important to note that these disclosures do not necessarily mean that the firm’s recommendations are biased or that they do not have their clients’ best interests in mind. However, it is always best to have open and transparent communication with your financial advisor and to fully understand all potential conflicts of interest.