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Robert Omelina
17 Years of Experience
Minocqua, WI
5 Disclosures
Robert Omelina is a registered investment advisor at Omelina Group Wealth Management INC., based in Minocqua, WI, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 10 clients with $14M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$14.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.50% |
| $2.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Minocqua, WI
Get directionsHistory
Regulatory History (5)
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Employment Separation After Allegations
April 2013Judgment / Lien
January 2009Customer Dispute
August 2008Denied
Customer Dispute
April 2007Settled
Judgment / Lien
November 1910Employment History
Current Registrations
Omelina Group Wealth Management INC.
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Century Securities Associates INC
August 2010 - April 2013 · 2 yrs 8 mos
Century Securities Associates INC
May 2007 - December 2009 · 2 yrs 7 mos
Stifel, Nicolaus & Company, Incorporated
April 2003 - April 2003 · 0 mos
State Registrations1 state
WI
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.