Optivise Advisory Services LLC

RIASEC Registered

Total AUM

$288M

Discretionary

$288M

100% of AUM

Avg account

$156K

Accounts

1,842

Employees

Advisory reps

Firm details

Headquarters: Franklin, Tennessee
CRD number: 301764
Registered since: May 3, 2019
Website: www.optiviseria.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: Individuals59.3%
HNWI40.42%
Corporations / Businesses0.15%
Charitable Organizations0.12%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Optivise Advisory Services LLC is an independent, owner-operated registered investment adviser that identifies itself as a capital allocator for both individual/family and institutional clients. The firm is structured as a limited liability company and has been registered with the SEC since 2019. Its service mix combines financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers, together with educational seminars and workshops. Fee arrangements are flexible and include asset-based fees, hourly billing, subscription and fixed-fee engagements. Industry affiliations cited include accounting, insurance and pension consulting relationships. The firm does not designate itself as an active ESG investor.