OMC Financial Services, Ltd. manages investment portfolios and provides tailored financial advice for individuals, high net worth clients, trusts, estates, and corporations. The firm evaluates clients' current financial holdings, income needs, and estate planning goals to build customized portfolios. Investment strategies rely on fundamental and technical analysis, including both long-term and short-term purchases across stocks, bonds, mutual funds, exchange-traded funds, and other securities. OMC Financial Services, Ltd. operates primarily on a discretionary basis, meaning the team makes trades on behalf of clients without needing prior approval for each transaction, though clients can place restrictions on their accounts.
Fee Structure
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% |
Fees are billed quarterly in arrears.