Omni Wealth Management offers financial planning and personalized investment management to individuals, retirement plans, trusts, estates, charities, and corporations. Financial planning includes cash flow, education, retirement, investment, risk management, tax, estate, and business succession planning. Investment management involves creating a tailored portfolio with continuous supervision and rebalancing. Consulting services are also available at an hourly rate.
Assets Under Management$34M
Clients181
Advisors1
Avg. per Client$190K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees include financial planning services. Fees may be waived or negotiated lower for certain clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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