John Eichler is a registered investment advisor at Omega Strategies LLC, based in Verona Township, NJ, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Breakpoint fee schedule where the entire portfolio is charged at the applicable tier rate. Fees are negotiable based on historical relationships, asset types, and account size.
Fee Estimator
Location
Verona Township, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Omega Strategies LLC
Previous Registrations
Smbc Nikko Securities America, INC.Broker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
UBS Financial Services INC.Broker
UBS Securities LLCBroker
Mizuho Securities USA INC.Broker
UBS Securities LLCBroker
Rbs Securities INC.Broker
Abn Amro IncorporatedBroker
Credit Suisse Securities (USA) LLCBroker
Goldman, Sachs & CO.Broker
Credit Suisse First Boston LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
UBS Securities LLCBroker
State Registrations1 state
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