Omnitrust Wealth Management (OWMI) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. OWMI creates an Investment Policy Statement for each client. OWMI also offers model portfolio selection services managed by GeoWealth and third-party portfolio providers. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$110M
Clients348
Advisors1
Avg. per Client$310K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The advisory fee includes OWMI paying GeoWealth an annual rate of 0.15% of Assets Under Management and the Third-Party Money Manager (TPMM) of the Model an annual fee of up to 0.60%. Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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