Advisor at Opes Wealth Management, LLC
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Firm
Opes Wealth Management, LLC
Location
Menlo Park, CA 94025
Credentials
Series 65
Industry experience
19 years
Erin Whalen is a financial advisor with Opes Wealth Management, LLC in Menlo Park, CA, holding a Series 65 designation and 19 years of industry experience. She has been with Opes Wealth Management since 2018 and was previously with Opes Advisors, Inc. from 2011 to 2018. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts through tiered service programs. The firm manages approximately $665 million across several hundred client relationships and employs a combination of fundamental, technical, and cyclical analysis to construct customized portfolios primarily using mutual funds and ETFs.
Based on Opes Wealth Management, LLC
Based on Opes Wealth Management, LLC
Additional financial planning service fee of $1,500 upon request; typical financial planning minimum annual flat fee of $3,500.
$0 - $1,000,000: 1.25% for Opes Premier Services $1,000,000 - $2,000,000: 0.65% for Opes Premier Services $2,000,000 - $5,000,000: 0.55% for Opes Premier Services $5,000,000+: 0.35% for Opes Premier Services $0 - $1,000,000: 1.0% for Opes Select Services $1,000,000 - $2,000,000: 0.6% for Opes Select Services $2,000,000 - $5,000,000: 0.5% for Opes Select Services $5,000,000+: 0.3% for Opes Select Services $0 - $1,000,000: 0.75% for Opes Access Services $1,000,000 - $5,000,000: 0.45% for Opes Access Services $5,000,000+: 0.3% for Opes Access Services
Hourly increments charged as mutually agreed in a separate planning contract for financial planning services.
Account minimum: $700,000 for Opes Premier Services, $350,000 for Opes Select Services, $50,000 for Opes Access Services Minimum fee: Planning and Consulting Services minimum annual flat fee of $3,500, or as otherwise mutually agreed upon Fee-only: Fee-only basis for discretionary investment advisory services.
535 Middlefield Road, Suite 160
Menlo Park, CA 94025
California
Opes Wealth Management, LLC
2018 - Present (8 years)
Opes Advisors, Inc.
2011 - 2018 (7 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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