OmniStar Financial Group provides personalized investment advice and portfolio management. They work with individuals, families, and businesses to help them achieve their financial goals. OmniStar also offers financial planning services, which may include a written plan or special topic reporting. For employee benefit plans, they offer pension consulting services.
Assets Under Management$290M
Clients261
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 2.00% |
| $300K - $500K | 1.75% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Legacy clients may be charged under a different fee schedule. Cover Call Fee Rates are also available. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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