OMC Financial Services manages investment portfolios for individuals, high net worth individuals, trusts, estates, corporations, and other business entities. OMC evaluates clients' financial situations, including investment holdings, income needs, and estate planning, to create tailored investment strategies. Investments are reviewed for performance and suitability, and adjustments are made based on market analysis.
Assets Under Management$290M
Clients269
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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