Omnicap Group offers ongoing portfolio supervision and financial/investment advisory services. They tailor advice to each client's needs, considering their investment guidelines, cash flow, and risk tolerance. Omnicap's advice is generally limited to fixed income and cash equivalent assets. Financial advisory services include advising on debt issuance and derivative transactions. Clients make the final decision on implementing investment recommendations.
Assets Under Management$6.4B
Clients6
Advisors4
Avg. per Client$1.1B
Avg. per Advisor$1.6B
Fee Structure
Investment management only (planning not offered)
Omnicap Group manages investment portfolios for clients, charging an annual fee based on the average value of the assets they manage. This fee ranges from 0.02% to 0.25% depending on the amount and complexity of the portfolio. In some cases, Omnicap may negotiate a fixed or hourly fee.
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