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 registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator — blending portfolio management and third-party manager selection with planning and educational services. Its advisory menu lists financial planning, portfolio management for individuals and small businesses, pension consulting support, selection of other advisers, and workshops or seminars. Fee arrangements are flexible: Optivise charges asset-based fees alongside hourly, subscription, and fixed-fee engagements. The firm does not identify itself as an active ESG investor.