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

More Retirement Planning firms in Franklin, Tennessee:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Franklin, Tennessee

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.