Jeffrey Smith is a registered investment advisor at Omnicap Group LLC, based in El Segundo, CA, with 24 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $6.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Omnicap Group manages investment portfolios for clients, charging an annual fee based on the average value of the assets they manage. This fee ranges from 0.02% to 0.25% depending on the amount and complexity of the portfolio. In some cases, Omnicap may negotiate a fixed or hourly fee.
Location
2286 E. Maple Ave, El Segundo, CA, 90245
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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
Omnicap Group LLC
Previous Registrations
Bond Logistix LLC
State Registrations2 states
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