Optivest, Inc. is a reputable investment advisory firm based in Dana Point, CA. With over 50 individual clients and more than $316,777,000 in assets under management, Optivest has established itself as a trusted partner in financial management. The firm operates from a single office and primarily caters to high-net-worth individuals, managing a significant portion of their discretionary assets. Optivest's compensation structure is diverse, encompassing various types such as a percentage of assets under management, hourly charges, and fixed fees. This approach ensures flexibility and alignment with their clients' specific needs an...