OMNI 360 Wealth provides financial planning and investment management services. They help clients define financial goals and create strategies to achieve them. Their services include cash flow management, education funding, retirement planning, estate planning, tax planning, and investment advice. OMNI manages investments on an ongoing basis within client-specific guidelines.
Assets Under Management$320M
Clients375
Advisors5
Avg. per Client$870K
Avg. per Advisor$65M
Fee Structure
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable depending on the scope, complexity, and frequency of client needs.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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