Optimal Capital Advisors, LLC
Optimal Capital Advisors, LLC (CRD# 144719) is a financial advisory firm headquartered in Traverse City, MI. They manage $113,819,254 in 307 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management114MILLION
-
Total Number of Accounts307ACCOUNTS
-
Average Account Value$370,747
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, MI, NY, TX
Financial Advisors at Optimal Capital Advisors, LLC
1
Joseph Batcha Iii (CRD# 1286067) is an Investment Advisor Representative working at Optimal Capital Advisors, LLC in Traverse City, MI and has over 39 years of experience in the finance industry.
2
Isaac Russell (CRD# 7067225) is an Investment Advisor Representative working at Optimal Capital Advisors, LLC in Traverse City, MI and has over 4 years of experience in the finance industry.
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