Omkara Capital LLC offers portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to select a suitable portfolio. Omkara Capital also offers pro bono financial planning, covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They primarily advise on mutual funds, fixed income securities, equities, ETFs, and non-U.S. securities.
Assets Under Management$34M
Clients43
Advisors1
Avg. per Client$800K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The annual fee covers both portfolio management and financial planning services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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