Omer Abramovich
Omer Abramovich is a CFP-designated registered investment advisor at Cliftonlarsonallen Wealth Advisors, LLC, based in Minneapolis, MN, with 13 years of industry experience. Omer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 7,354 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Standard fee for Core clients (accounts of $2M or less at inception) is a flat 1.10%. Non-Core clients use the tiered schedule above. Fees are negotiable.
Fee Estimator
Location
220 S. Sixth Street, Suite 300, Minneapolis, MN, 55402-4505
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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 Activities
Omer is a Principal of CliftonLarsonAllen LLP. This activity is not investment-related.
Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Previous Registrations
Carlson Capital Management, LLC
Private Client Services, LLCBroker
Affiance Financial LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations11 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.
Exams
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