Joseph Wilson is a registered investment advisor at Omega Wealth Private Capital LLC, based in Cincinnati, OH, with 19 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 197 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Omega Wealth Private Capital's annual investment management fee ranges from 0.25% to 2.00% of the value of your portfolio. The fee is calculated based on the daily average value of your assets and is billed monthly. The exact fee is negotiable and depends on the size of your account and the complexity of your financial situation. This fee includes the firm's advisory fee, the platform fee paid to the sub-advisor, and the portfolio model manager fee, if applicable.
Location
7870 E. Kemper Road, #430, Cincinnati, OH, 45249
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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 →Other Business ActivitiesSells Insurance
Joseph is a managing member and licensed agent at Wilson Private Capital, LLC, focusing on insurance sales and services since July 2024. This activity takes nearly all of Joseph's time, including during trading hours.
Employment History
Current Registrations
Omega Wealth Private Capital LLC
Previous Registrations
Ae Wealth Management, LLC
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations3 states
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.