Omega Advisory provides financial planning and investment advice to individuals and high net worth individuals. Omega offers both discretionary and non-discretionary asset management services. Financial planning services include a review of investments, taxes, qualified plans, retirement income, and college planning. Omega does not sell annuities, insurance, or other commissioned products.
Assets Under Management$84M
Clients154
Advisors1
Avg. per Client$540K
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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