Omega Wealth Private Capital (OWPC) provides investment advice and manages portfolios for individuals, trusts, estates, and businesses. OWPC uses sub-advisors for back-office support, trading, and report preparation. Investment advice is tailored to each client's financial situation and goals. OWPC may recommend various securities, including stocks, ETFs, and bonds. Clients are required to provide prompt notice of any changes in their financial circumstances.
Fee Structure
Omega Wealth Private Capital's annual investment management fee ranges from 0.25% to 2.00% of the value of your portfolio. The fee is calculated based on the daily average value of your assets and is billed monthly. The exact fee is negotiable and depends on the size of your account and the complexity of your financial situation. This fee includes the firm's advisory fee, the platform fee paid to the sub-advisor, and the portfolio model manager fee, if applicable.