Opportunity Cost Investors LLC
RIASEC Registered
Total AUM
$50.3K
Discretionary
$50.3K
100% of AUM
Avg account
$10.1K
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 316066
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Opportunity Cost Investors LLC is an independent, owner-operated registered investment adviser that provides portfolio management primarily to individuals and small businesses. The firm charges fees as a percentage of assets under management and does not describe itself as a multi-state adviser or an active ESG investor. Its advisory scope is focused on traditional portfolio management rather than pension consulting or related-adviser activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
1 of 1
Jessie Rancourt
Chief Investment OfficerCRD 7415782
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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