Omega Capital Management provides investment advisory and financial planning services to individuals, families, retirees, retirement plans, businesses, trusts, and estates. As a fee-only advisor, Omega Capital's advice is based solely on client needs, objectives, and risk tolerance. They aim to educate clients and assist them in making informed decisions regarding all aspects of the financial planning process. Client assets are held at qualified independent custodians like Charles Schwab.
Assets Under Management$130M
Clients225
Advisors1
Avg. per Client$560K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.50% |
| $7M+ | 0.35% |
Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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