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OPTIVISE ADVISORY SERVICES LLC
109 Holiday Ct
Suite A6
Franklin, Tennessee 37067
Tel: 855-378-1806
About OPTIVISE ADVISORY SERVICES LLC
OPTIVISE ADVISORY SERVICES LLC, formally registered with the SEC as OPTIVISE ADVISORY SERVICES LLC. The firm was established in 05/03/2019. They have over 23 offices throughout the country.
OPTIVISE ADVISORY SERVICES LLC is a Franklin, Tennessee based Financial Planning firm with nearly $254,523,042 assets under management, offering retirement planning & investment advisory services to 1611 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301764 |
| SEC# | 801-115232 |
| Assets Managed by Firm | $254,523,042 |
| No. of Clients | 1611 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Other (SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1611 | $254,523,042 |
| Individuals (other than high net worth individuals) | 896 | $188,708,742 |
| High net worth individuals | 55 | $65,814,300 |
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|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
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| $10,409,129,905 | 208 | 42 |
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