Alpha Omega Wealth Management provides investment advisory services on a fee-only basis, including both discretionary and non-discretionary management. They also offer financial planning and consulting services, either alongside investment management or as a separate service. For families with complex financial situations, Alpha Omega provides family office services. They do not recommend or advocate for the purchase of Bitcoin, cryptocurrencies, or digital assets.
Fee Structure
Alpha Omega's annual investment advisory fee is negotiable and based on a percentage of the market value of your investments. The fee can vary depending on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and the number of meetings you need. Fees can range up to 1.50%.