OmniDivitia Wealth Management provides investment management and financial planning services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and conserve their estate. The firm also offers a subscription service for ongoing financial advice. OmniDivitia does not sell commissioned products.
Assets Under Management$15M
Clients52
Advisors1
Avg. per Client$280K
Avg. per Advisor$15M
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Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fee is negotiable above $5,000,000. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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