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Optivest, Inc.

Headquartered in DANA POINT, CA

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Firm Information

Optivest, Inc. is a Registered Investment Advisor headquartered in DANA POINT, CA. The firm has 3 investment adviser representatives and provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and other advisory services including family office services, and consultative and concierge services. The firm manages approximately $319,909,089 in assets for 446 accounts. Optivest, Inc. primarily serves high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

Optivest, Inc.

24901 DANA POINT HARBOR DRIVE

DANA POINT, CA 92629

$319.91M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services and consultative and concierge services

Family office services and consultative and concierge services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

OPTIVEST, INC. has a total of 1 branch locations across the country.
location

DANA POINT, CA

Advisors at Optivest, Inc.

View All 2 Advisors
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Leslie Ann Calhoun

RA

DANA POINT, CA

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Ryan Michael Thomason

RA

DANA POINT, CA

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Matthew Michael McManus

CFP®, RA

DANA POINT, CA

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Disclosures

There are no public disclosures for Optivest, Inc..

Frequently Asked Questions (6)

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