Omega Financial, operating as Omega Financial & Insurance Services, provides ongoing portfolio management services based on individual client goals and risk tolerance. Services include investment strategy, personal investment policy, asset allocation, and regular portfolio monitoring. Omega Financial requests authority to make trades without asking first. The firm also offers property, casualty, and life insurance products.
Assets Under Management$70M
Clients71
Advisors2
Avg. per Client$990K
Avg. per Advisor$35M
www.omega-financial.com ·www.facebook.com/omegafinancial?ref=hl ·www.linkedin.com/company/1510638?trk=tyah&trkin...
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.08% |
| $3M+ | 0.07% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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