Omega Financial Group offers investment advice and financial planning to individuals, families, and businesses. Their services include asset management, financial planning and consulting, and retirement plan consulting. Omega creates tailored investment strategies based on client's financial situation, goals, and risk tolerance. They also provide financial plans covering investment, retirement, estate, tax, education, and insurance planning.
Assets Under Management$550M
Clients324
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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 a 1.00% fee. Legacy accounts over $2,000,000 may be subject to a lower fee percentage based on the complexity of the services offered.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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