Omnia Family Wealth provides personalized wealth management, financial planning, and investment portfolio management to individuals, high-net-worth families, trusts, and estates. Operating as a registered investment advisor, Omnia Family Wealth builds tailored portfolios using fundamental analysis and goal-driven strategies that balance asset allocation, tax efficiency, and cost effectiveness. The firm integrates investment management with comprehensive financial planning covering estate planning, tax strategies, insurance needs, family education, and philanthropic planning. Omnia Family Wealth generally works with clients who meet its minimum relationship size, offering both discretionary and non-discretionary account management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees may be negotiable at the sole discretion of the Advisor.