OmniStar Financial Group is a registered investment advisor based in Wilmington, North Carolina, providing personalized investment management, financial planning, and pension consulting services. Founded in 2006 and led by Phillip L. Clark, OmniStar builds custom investment portfolios using various strategies like momentum, equity income, growth and income, and exchange-traded fund portfolios. The firm tailors its services to individual goals, risk tolerances, and time horizons. In addition to managing investments, OmniStar offers structured financial planning services covering areas such as lifestyle planning, risk management, cash flow, estate planning, tax strategies, retirement income, and business planning. For clients with larger accounts, OmniStar provides advanced wealth management and platinum services that include added perks like identity theft protection and reimbursements for estate planning and certified public accountant services. OmniStar acts in your best interest when providing retirement advice and manages accounts through third-party custodians.
Fee Structure
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% |
Fees are negotiable based on client circumstances, services provided, and firm expertise. Household accounts may be combined to reach lower fee tiers.