Frances
Stacy
Optimal Capital Advisors, LLC
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About this Advisor
Frances Stacy is a financial advisor operating in Tahoe City, California with a total of 5 years of relevant experience. Stacy works at Optimal Capital Advisors, LLC. During their career, Stacy has held roles at Www.Francesinsights.Com, Fox Business News and Optimal Capital Advisors, LLC. Stacy holds a Series 65 license, certifying them as an investment advisor representative, and is registered to work in California and Nevada. Optimal Capital Advisors, LLC is an advisory business that has its headquarters in Traverse City, MI. The firm has just three employees. It has $114 million in assets across its 307 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 307 customer accounts, 23% are associated with high-net-worth individuals who have more than $1 million in assets. Optimal Capital Advisors, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely are based on which services the firm provides the client. Fees charged by Optimal Capital Advisors, LLC likely include some combination of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Optimal Capital Advisors, LLC Brokerage Details
$113,819,254
3
307
$370,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Frances Stacy Work History
Frances has been registered as a financial advisor for 5 years.*
Optimal Capital Advisors, LLC
Fox Business News
Www.Francesinsights.Com
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frances Stacy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Optimal Capital Advisors, LLC
Traverse City, MI
Tahoe City, CA
Traverse City, MI
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