Opportunity Cost Investors LLC
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 a small, individually owned advisory firm organized as an LLC that provides fee-based portfolio management primarily to individuals, families and small businesses. The firm charges clients a percentage-of-AUM advisory fee and lists portfolio management for individuals and small businesses as its principal advisory activity. It is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not described as a capital allocator or part of a related-adviser group.
Assets & Accounts
Investments & Alternatives
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
, null
Location
, null
Headquartered in , null.
- Office locations
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