Optimal Capital Advisors, LLC

Optimal Capital Advisors, LLC (CRD# 144719) is a financial advisory firm headquartered in Traverse City, MI. They manage $115,097,849 in 240 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $479,574
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Optimal Capital Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph P. Batcha Iii
CRD#: 1286067
12935 Sw Bayshore Dr, Suite 305, Traverse City, MI 49684
68
Wealthminder
score

Joseph Batcha Iii (CRD# 1286067) is an Investment Advisor Representative working at Optimal Capital Advisors, LLC in Traverse City, MI and has over 32 years of experience in the finance industry.

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