OPTIVISE ADVISORY SERVICES LLC - Financial Advisor in Tennessee, Franklin

Tel: 855-378-1806 109 Holiday Ct Suite A6 Franklin, Tennessee 37067

About OPTIVISE ADVISORY SERVICES LLC

OPTIVISE ADVISORY SERVICES LLC is a Franklin, Tennessee based financial advisory firm with nearly $254,523,042 in assets under management and provides investment advisory services for 1611 clients. There are currently 23 financial advisors at the firm.

General Information

Firm CRD#:

301764

Firm SEC#:

801-115232

Assets Under Management:

$254,523,042

No. of Clients:

1611

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Other (SHARE IN FEE PAID TO SUB-ADVISOR, BACK OFFICE CLERICAL AND ADMIN)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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$1,350,928,526

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$1,065,305,770

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156228

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5216

$859,198,792

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171266

801-79771

1534

$413,509,631

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Not Disclosed

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