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OPTIVISE ADVISORY SERVICES LLC

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

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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

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 ADMI

Firm CRD#:

301764

SEC#:

801-115232

No. of Clients:

1611

Assets under Management

$254,523,042

No. of Advisors:

23

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