Omar Akhil is a registered investment advisor at Vaulkshire Investment Advisors, based in San Antonio, TX, with 12 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 47 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Client will pay an Investment Management Fee of 1% or less per annum. Fees may be negotiated.
Fee Estimator
Location
310 W. Sunset, Suite 101, San Antonio, TX, 78209
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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.
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Omar owns Brainiac, LLC, focusing on business development, strategy, and tutoring, dedicating about 10-20% of his time. He is also an investor/partner in Crave Market, LP, spending a few hours per week on operations and strategy.
Employment History
Current Registrations
Vaulkshire Investment Advisors
Previous Registrations
Matterhorn Capital Management, LLC
San Antonio Capital Management, LLC
State Registrations1 state
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