Optimal Portfolio LLC Salary

How Much Does Optimal Portfolio LLC Pay?BETA

As of December 2024, the average annual salary for employees at Optimal Portfolio LLC in the United States is $96,926. This translates to an approximate hourly wage of $47. Salaries at Optimal Portfolio LLC typically range from $85,019 to $109,830 annually, reflecting the diverse roles and experience levels within the company. Individual salaries can vary significantly based on factors such as job role, experience, education level, certifications, and more. At Optimal Portfolio LLC, A Client Service Manager is among the highest earners, with an average salary of approximately $88,816 per year. Conversely, the lowest-paid position is Wealth Advisor, earning around $58,998 annually. Explore this page further for more salary and benefits information at Optimal Portfolio LLC.

DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.

How Much Does Optimal Portfolio LLC Pay for Different Roles?BETA

At Optimal Portfolio LLC, salaries can vary significantly based on factors such as location, industry, job category, and department. Below, we provide a detailed overview of salary ranges for various roles within the company.

It's important to note that salaries for the same position may differ due to several factors, including experience, education level, training, skills, and competencies. For instance, Client Service Manager positions at Optimal Portfolio LLC offer the highest average annual salary of $88,816, while Wealth Advisor roles have an average annual salary of $58,998.

JOB TITLE SALARY RANGE AVERAGE SALARY COMPANY NAME
Client Service Manager $79,024 - $99,762 $88,816 Optimal Portfolio LLC
Client Service Representative $62,439 - $82,529 $71,747 Optimal Portfolio LLC
Wealth Advisor $49,911 - $64,093 $58,998 Optimal Portfolio LLC
DISCLAIMER: The salary range presented here is an estimation that has been derived from our proprietary algorithm. It should be noted that this range does not originate from the company's factual payroll records or survey data.
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Optimal Portfolio LLC Overview

Website:
theoptimalportfolio.com
Size:
<25 Employees
Industry:
Financial Services
Revenue:
<$5M
About:
Optimal Portfolio, LLC is an independent registered investment advisory firm serving high net worth individuals, families, small businesses, and professional practices. Optimal works closely with clients to achieve financial goals through our broadly-diversified portfolio models. Our structure is fe...

Most Common Benefits for Optimal Portfolio LLC

Aside from the base salary, Optimal Portfolio LLC offers its employees a list of benefits. Employee benefits are an important factor in considering a position posted by the company.
Social Security
401(K)
Disability
Healthcare
Pension
Time Off (days)
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Job Openings at Optimal Portfolio LLC

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Similar Company Salary

Companies in the same industry have the same employee size, company type, similar revenue are similar companies. The table below shows the salary range and average salary of Optimal Portfolio LLC ’s peer companies.
Walker Higgins & Associates Wealth Management LLC Spartanburg, SC $71,760 - $92,710 Company Salary Range $81,810 Average Company Salary
Dickmeyer Boyce Financial Management Inc Fort Wayne, IN $71,925 - $92,918 Company Salary Range $82,000 Average Company Salary
Robert Stephen Capital Management LLC Tulsa, OK $75,214 - $97,173 Company Salary Range $85,755 Average Company Salary
T2 Venture Capital Portola Valley, CA $96,171 - $124,244 Company Salary Range $109,646 Average Company Salary
Triarch Capital Group LLC Aventura, FL $74,646 - $96,429 Company Salary Range $85,101 Average Company Salary
Compass Lending Solutions Draper, UT $73,730 - $95,247 Company Salary Range $84,057 Average Company Salary
Merit Capital Advisors LLC New York City, NY $93,550 - $120,854 Company Salary Range $106,651 Average Company Salary
Mile Marker Advisors LLC Richardson, TX $77,533 - $100,161 Company Salary Range $88,382 Average Company Salary
Citizens Business Finance Inc Newport Beach, CA $87,539 - $113,086 Company Salary Range $99,795 Average Company Salary
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FAQs About Optimal Portfolio LLC Company

1. How much does Optimal Portfolio LLC in the United States pay?

Optimal Portfolio LLC pays its employees an average of $96,926 per year. The average salary at Optimal Portfolio LLC range from $85,019 to $109,830 per year. Client Service Manager jobs at Optimal Portfolio LLC earn the most with an average annual salary of $88,816, while Wealth Advisor jobs earn the least with an average annual salary of $58,998.

2. Do Optimal Portfolio LLC employees get a higher salary than other similar companies?

The salary at Optimal Portfolio LLC is lesser than T2 Venture Capital. The highest salary package reported for an employee at Optimal Portfolio LLC is $109,830 per year, meanwhile the highest salary package reported for an employee at T2 Venture Capital is $124,244 per year.

3. How much does Optimal Portfolio LLC pay compared to T2 Venture Capital?

The average annual salary at Optimal Portfolio LLC is $96,926, or an hourly wage of $47, in comparison to T2 Venture Capital which pays $109,646 per year or $53 per hour.

4. Which job skills can boost a Client Service Representative salary at Optimal Portfolio LLC?

Customer Service, Customer Success and Presentation are key to a Client Service Representative job at Optimal Portfolio LLC. Possessing these skills could lead to a higher salary. You can learn and develop high income skills now if you’re looking for a position at Optimal Portfolio LLC.

5. What is the lowest salary at Optimal Portfolio LLC?

The lowest paying job at Optimal Portfolio LLC is Wealth Advisor with an annual salary of $58,998 or an hourly rate of $47.