Omega Advisers offers portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. Omega Advisers requires authority to make trades without asking first. Omega Advisers acts as a legally required to act in your best interest. Omega Advisers may refrain from rendering any advice or services concerning securities of companies in which Omega Advisers may have substantial economic interest or other conflict, unless Omega Advisers discloses such conflict to Client before providing such advice or services with respect to Client’s account.
Fee Structure
Omega Advisers charges a management fee of up to 5% monthly, calculated daily, based on the average daily balance of your portfolio. This fee is negotiable. Clients are also responsible for trading account fees and a $15 fee per commission trade.