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Edward Mcroberts

24 Years of Experience
El Segundo, CA

Edward Mcroberts is a registered investment advisor at Omnicap Group LLC, based in El Segundo, CA, with 24 years of industry experience. Edward 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
6 clients
Average Client Portfolio
$1.1B average
Assets Under Management
$6.4B

Fee Structure

Investment management only (planning not offered)

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.

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Location

2286 E. Maple Ave, El Segundo, CA, 90245

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Omnicap Group LLC
April 2005 - Present · 21 yrs 1 mo
Previous Registrations
Bond Logistix LLC
May 2001 - March 2005 · 3 yrs 10 mos
State Registrations2 states
CAMA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Edward Mcroberts - Financial Advisor | TrueAdvisor