Omni Financial LLC offers investment advice tailored to clients’ needs and goals, including asset allocation strategies using various investment products. Omni also provides financial planning consulting services such as risk assessment, investment planning, and estate planning. Services are offered through Investment Advisory Representatives to accounts opened with Omni.
Assets Under Management$120M
Clients526
Advisors1
Avg. per Client$220K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees are a maximum of 1.50% and could vary depending on the amount of assets under management. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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