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OPTIMAL CAPITAL ADVISORS, LLC
12935 Sw Bayshore Dr
Suite 305
Traverse City, Michigan 49684
Tel: 231-933-4677
About OPTIMAL CAPITAL ADVISORS, LLC
OPTIMAL CAPITAL ADVISORS, LLC, formally registered with the SEC as OPTIMAL CAPITAL ADVISORS, LLC. The firm was established in 08/20/2007. They have over 1 offices throughout the country.
OPTIMAL CAPITAL ADVISORS, LLC is a Traverse City, Michigan based Financial Planning firm with nearly $116,624,038 assets under management, offering retirement planning & investment advisory services to 317 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144719 |
| SEC# | 801-68219 |
| Assets Managed by Firm | $116,624,038 |
| No. of Clients | 317 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 317 | $116,624,038 |
| Individuals (other than high net worth individuals) | 106 | $21,952,365 |
| High net worth individuals | 24 | $89,870,160 |
| Pension and profit sharing plans | 1 | $298,553 |
| Charitable organizations | 3 | $4,502,960 |
More Retirement Planning firms in Traverse City, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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