Sara Becker is a registered investment advisor at Omega Capital Management LLC, based in New Albany, OH, with 1 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3 clients with $650K 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 | 1.85% |
Fees may be discounted and are based on the total relationship managed by Omega Capital Management.
Fee Estimator
Location
7775 Walton Pkwy, Suite 100, New Albany, OH, 43054
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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
Sara is the President of The New Albany CPA Co., providing accounting and tax services since 2017. She dedicates about 10-20% of her time to this role, with minimal time spent during market hours.
Employment History
Current Registrations
Omega Capital Management LLC
State Registrations1 state
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