Optura Advisors, Inc.
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About
Optura Advisors, Inc. is a small independent registered investment adviser that serves individual clients (including high‑net‑worth and non‑HNW households) as well as corporate retirement plan sponsors and charitable organizations. The firm offers comprehensive wealth management and financial planning services, access to alternative and non‑traditional investments, and retirement plan consulting and participant education.
The firm combines model‑driven portfolio management — using computer models that monitor market signals and offering both passive and active allocations across multiple custodial platforms — with tailored planning and suitability reviews for alternatives. For qualified clients it also offers a quantitative, performance‑based portfolio strategy that runs an algorithmic stock‑selection process with a typically high turnover rate, and it may recommend third‑party advisors or enter solicitor relationships when appropriate.
Noteworthy features that distinguish the firm from many solo advisers include an affiliated insurance agency and a separate ventures entity that provides tax‑preparation and consulting referrals, a stated client segment that includes charities and foundations, and the delivery of employer workshops and participant education. The firm also acts as a solicitor and shares in third‑party advisory arrangements and reports substantially more assets under advisement (about $33.2 million) with outside managers than it directly manages (about $671,000).
Client services
Expertise
Fee options
Fixed fees for financial planning services: Insurance Review $500/hour, Estate Planning up to $5,000, Social Security Strategy $500/hour, Investment Portfolio Analysis $500/hour, Retirement Income Plan $500/hour, Financial Plan $5,000 or $500/hour, Tax What-If Modeling up to $5,000, Tax Planning $15,000 or $500/hour, Charitable Planning $500/hour or up to $10,000, Specialized Services or Advanced Tax Planning up to $30,000; College Planning $5,000 (negotiable); Retirement Plan Consulting fixed fees starting from $1,000 or hourly $500/hour; Educational workshops $50 per person or fixed fee $1,200 (negotiable).
Commissions or fees received from insurance and annuity product sales as part of financial planning implementation (conflict of interest disclosed).
Up to $500/hour for consulting related financial planning services, negotiable.
Performance fee of 20% of net capital appreciation above high water mark, calculated and collected quarterly for qualified clients.
Account minimum: $300,000 (Interactive Brokers, LLC and Schwab accounts), $50,000 (Betterment Securities, LLC accounts), waivable at Advisor's discretion Fee-only: Financial planning fixed fees ranging from $500/hour to up to $30,000 depending on service; hourly fees up to $500/hour.
Main office
533 Airport Blvd, Suite 400
Burlingame CA 94010
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Chow, Roland Wing · Optura Advisors · Optura Advisors, Inc. · Optura Insurance Solutions · The Navigant Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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