Omelina Group Wealth Management offers portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Omelina Group generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, real estate funds, non-U.S. securities, commodities, and insurance products including annuities. They primarily recommend Dorsey Wright technical analysis.
Assets Under Management$14M
Clients10
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.50% |
| $2.0M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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