O
Optimal Investment Performance, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Optimal Investment Performance provides project-based investment consulting primarily to individuals, including high-net-worth clients, while also accepting engagements from groups, institutions, non-profits, and trusts. Services focus on a written investment plan, implementation support, one-time portfolio reviews, and ad-hoc consultations rather than ongoing discretionary management or custody of client assets.
The firm’s recommendations emphasize low-cost, tax-efficient, passive strategies together with investor education, simplification, and automation, and are tailored to each client’s financial situation, time horizon, and risk tolerance. Engagements are billed as one-time fixed fees or hourly consultations and are invoiced after delivery of services, rather than charged as a percentage of assets under management.
Distinctive elements relative to many investment-manager peers include the absence of AUM-based billing and no custody or discretionary trading authority, with advice delivered on a project or hourly basis (an uncommon fee model for this category). The brochure also notes that the principal holds the CFA designation with prior hedge fund and equity research experience, maintains a substantial outside industry role, and that the firm will provide analysis of nontraditional investments (e.g., private investments, real estate) on a consultation basis.
Client services
Financial planning
Investment advice and financial consulting
Investment advice and financial consulting
Expertise
Passive / index investing
Tax-loss harvesting
Fee options
Complete Financial Review and Investment Plan: typically $3,800 (range $2,200 to $5,800); Investment Review: typically $2,100 (range $1,400 to $2,800); Negotiated fixed fees based on expected hours at $300/hour
$300 per hour for ad-hoc consultations
Fee-only: Fixed one-time fees typically ranging from $1,400 to $5,800 depending on service and complexity; hourly rate of $300/hour for consultations
Main office location
Optimal Investment Performance, LLC
American Fork UT, United States
Number of offices
1
Most active in
Optimal Investment Performance, LLC has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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