WHAT IS OTIUM?
OTIUMfinancial was born to serve you, the investor.
We are disrupting the financial planning industry without the “proverbial sales pitch” by providing unbiased financial planning services to investors seeking an independent review of their investment portfolio. First time investor? Let’s map out your portfolio strategy together.
We provide you with a recommendation, you implement the changes to your portfolio yourself or with your existing broker. It’s that simple.
How are we different? With OTIUMfinancial there are no hidden fees or agenda, just pure unbiased financial planning.
Choose one of our unique membership options: 1on1 advisor based financial planning, 30-min live consultation or passive access.
Each structured so that your money stays where it should be, in your investment portfolio.
OTIUMfinancial plan - virtual or phone
One hour meeting. Deliver and discuss your OTIUMfinancial plan pdf.
This allows you to meet with one of our licensed OTIUMfinancial advisors. The OTIUMfinancial plan is an in-depth deep dive into your customly built, personalized living document. Here we convey the details and help add clarity to your financial well being.
OTIUMfinancial plan - $425
*questions before you book? feel free to reach out at: or call 312-725-9884*
OTIUMfinancial Consult- virtual or phone
OTIUMfinancial analysis of mutual fund, index and ETF's.
Discuss individual investments i.e. mutual funds, ETF's, etc...
Fee Structure Analysis i.e. expense ratios, management fees, share class analysis, etc...
30 min session - $100
*questions before you book? feel free to reach out at: or call 312-725-9884*
Passive Access Membership
Unlimited financial planning software access for the do it yourself-er
Unlimited financial planning software access for the do it yourself-er. Additional access to The Vault. The Vault allows you to put all of your financial data, statements, estate planning and tax documents into one secure place.
Monthly Access - $17.99 per month
*questions before you book? feel free to reach out at: or call 312-725-9884*
CONTACT US
Headquartered
444 W. Lake St. STE 1700 Chicago, IL 60606
Available:
Virtually and by phone nationwide
(312) 725-9884
