Omega Wealth Management aims to help clients achieve their life and wealth goals through financial and life planning strategies. They offer ongoing life/wealth planning, which includes identifying goals, assessing financial situations, educating clients, and providing written strategies. They also offer investment management services, which must be accompanied by an ongoing life/wealth planning engagement. OWM also offers consulting services and Canopy Planning Services for younger clients.
Assets Under Management$260M
Clients119
Advisors4
Avg. per Client$2.2M
Avg. per Advisor$65M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Investment Management fee can be negotiated higher or lower depending on the client’s investable net worth and complexity of their financial situation, not to exceed 1.00% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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