Overview
- Headquarters
- Tampa, FL
- Total Firm Assets
- $297 million
- Average High-Net-Worth Client Portfolio Size
- $2.6 million
- Stated Minimum Account Size
- $500,000
Fee Disclosure
Source: OPINICUS ANNUAL ADV PART 2A (2025-09-02)
· View brochure text
Latest filing: OPINICUS ANNUAL ADV PART 2A (2026-03-03)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $10,000,000 | 0.68% |
| $10,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $6,800 | 0.68% |
| $5 million | $34,000 | 0.68% |
| $10 million | $68,000 | 0.68% |
| $50 million | $228,000 | 0.46% |
| $100 million | $428,000 | 0.43% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 69.57%
- Number of High-Net-Worth Clients
- 80
- Total Client Accounts
- 1,330
- Discretionary Accounts
- 1,324
- Non-Discretionary Accounts
- 6
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 168344
- OPINICUS ANNUAL ADV PART 2A (2026-03-03) · View brochure text
- OPINICUS ANNUAL ADV PART 2A (2025-09-02) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗