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).
Total Assets Under Management115MILLION
Total Number of Accounts240ACCOUNTS
Average Account Value$479,574
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Batcha Iii (CRD# 1286067) is an Investment Advisor Representative working at Optimal Capital Advisors, LLC in Traverse City, MI and has over 33 years of experience in the finance industry.