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Optimum Retirement Planning LLC

Optimum Retirement Planning LLC. CRD 312732

Optimum Retirement Planning LLC logo

CRD: 312732

Optimum Retirement Planning LLC

Lake Forest, IL, 60045
8474975935
www.optimumretirementplanning.com
$85.4M Total AUM
$85.4M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Pershing
Clients
Retail
Platforms
TimberUnison +more
Established Date
03-30-2021
Office Locations
1

Office Locations

100 S. Saunders Road Suite 150 Lake Forest IL

About Optimum Retirement Planning LLC

Optimum Retirement Planning is an independent, fee-only fiduciary RIA in the Chicago area focused on pre-retirees and retirees. The firm provides retirement planning, tax-aware guidance, and ongoing investment management on a flat-fee basis (no commissions, no AUM percentage). Portfolios lean heavily on ETFs with some public funds and U.S. government/agency bonds, and are custodied at Schwab/Pershing.

Team overview

-- AVG AGE
$85.4M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

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Asset Classes

Beacon catalyst Vital prime

Client Personas

Unison bridge North

Custodian

North timber Capital Prime

Investment Themes

Timber peak Radial Harbor

Investment Vehicles

Glacier eagle Legacy timber

Services

Foundation legacy Foundation Eagle Momentum Glacier Vertex summit Atlas delta Capital crest

Technology

North meridian Meridian crest Delta insight

Owner & Executives

Lawrence Stephen Pershing

Lawrence Stephen Pershing

Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, FOUNDER

CRD
#6207106
Ownership
75% or more
(795) 844-8490
delta.legacy@wavecapital.com
in linkedin.com/in/frontier-horizon

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $85,381,282 --
Non-Discretionary $0 --
Total $85,381,282 --

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Separately Managed Accounts

Total SMA Asset: $85,381,282

$85.4M Total SMA
Public Funds:
41.9%
U.S. Government/Agency:
37.5%
Equity - Exchange:
20.6%
Asset class Assets Assets %
Public Funds $3,381,920,755 41.9%
U.S. Government/Agency $3,026,778,719 37.5%
Equity - Exchange $1,662,710,443 20.6%
Total $8,071,409,917 100.0%

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