Steven Bedell is a CFP-designated registered investment advisor at Omega Capital Management, LLC, based in Flanders, NJ, with 22 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 225 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.50% |
| $7M+ | 0.35% |
Fees are generally not negotiable.
Fee Estimator
Location
268 Route 206, Suite 408, Flanders, NJ, 07836
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Omega Capital Management, LLC
Previous Registrations
Omega Capital Management, LLC
State Registrations2 states
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