OPTIVISE ADVISORY SERVICES LLC

RIASEC RegisteredEst. 2019

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, SEC-registered registered investment adviser formed as an LLC and SEC-registered in 2019. The firm acts as a capital allocator for both individual/family and institutional clients and lists a mix of fee arrangements—percentage of AUM, hourly, subscription and fixed fees. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops; pension consulting is also listed on its filings. Optivise indicates it is not an active ESG investor. The firm uses third-party managers and allocates to external alternative strategies, positioning itself to combine standard portfolio management and planning with access to non-traditional investments for appropriate clients.