Alpha Omega Financial offers financial planning and portfolio management services. Financial planning covers areas like net worth, budgeting, education funding, retirement, investments, taxes, and estate planning. Portfolio management can be discretionary or non-discretionary, tailored to your risk tolerance and investment objectives. They monitor and rebalance portfolios as needed. Alpha Omega Financial may combine account values of family members to determine advisory fees.
Assets Under Management$190M
Clients87
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $3.5M | 1.00% |
| $3.5M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees for accounts not directly managed range from 0.70% to 1.40%. Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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