Optimized Capital LLC fees and pricing
Financial planner in Schererville, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Optimized Capital LLC charges an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $5,000/yr
“The annual fixed fee is no less than $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Optimized Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All management fees are billed monthly, in advance, meaning that we collect the management fee at the beginning of the month’s billing period.”
- “The annual fixed fee is billed in monthly increments, in advance.”
- “Accounts established during the calendar month will be charged a prorated management fee.”
How Optimized Capital LLC’s fees compare
- Its annual fee of $5,000 matches the Indiana median of $5,000. 50% of the 36 other Indiana planners that publish an annual fee charge less.
About Optimized Capital LLC
“We offer a complementary financial plan to our portfolio management and retirement planning clients that involves a review of your financial situation, goals and risk tolerance.”
- Firm size: 2 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 5
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $62,576,018
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333237
- Phone
- (312) 263-1590
Other planners in Indiana that publish fees
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- Allstreet WealthWestfield$750/hr
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
- Apple Tree Asset Management, LLCFort Wayne$250/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.