Omega Financial Group provides comprehensive investment management, financial planning, and consulting services to individuals, families, and businesses. Omega Financial Group builds tailored portfolios using individual stocks, bonds, exchange-traded funds, options, and mutual funds, often utilizing proprietary asset allocation strategies designed for different market environments. In addition to managing investments, Omega Financial Group offers guidance on retirement planning, estate planning, tax planning, charitable giving, education funding, and real estate analysis. Clients work closely with Omega Financial Group to align their investments with their personal goals, risk tolerance, and time horizons.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.65% |
| $15M+ | 0.50% |
Legacy clients may be subject to an advisory fee of 1.00%.