OMSAI COM offers investment advisory and financial planning services. They manage portfolios based on client objectives, using a tactical allocation strategy to reduce risk and increase performance. They may use various securities and recommend redistributing investments to diversify portfolios. For some clients, OMSAI COM may use a third-party platform to manage held-away assets like 401(k) accounts. They also offer pension consulting services and participant fiduciary advice to plan participants.
Assets Under Management$930K
Clients16
Advisors1
Avg. per Client$58K
Avg. per Advisor$930K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable at OMSAI COM's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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