Advisor at Opes Wealth Management, LLC
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Firm
Opes Wealth Management, LLC
Location
Ashland, OR 97520
Credentials
CFP®
Industry experience
9 years
Kenji Bleicker is a CFP® professional at Opes Wealth Management, LLC with nine years of industry experience. He has been with Opes Wealth Management and its predecessor firm since 2007. Opes Wealth Management provides discretionary investment management and financial planning to individuals, business entities, and trusts. The firm manages approximately $665 million across several hundred client relationships, combining portfolio oversight with financial planning and balance sheet analysis through tiered service programs.
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.
146 Clear Creek Dr., Suite 101
Ashland, OR 97520
Oregon
Opes Wealth Management, LLC
2023 - Present (3 years)
Opes Wealth Management, LLC
2018 - 2023 (5 years)
Opes Advisors, Inc.
2007 - 2018 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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