AlphaOmega Wealth Management (AOWM) manages investment portfolios and offers financial planning services. AOWM works with clients to establish financial goals and create investment plans. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. AOWM offers ongoing and project-based financial planning services.
Assets Under Management$6.6M
Clients21
Advisors1
Avg. per Client$310K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Annual fees are negotiable based on householding of other accounts, length of time as a client, to compete with other advisors or any other similar basis. Investment Management is available for Clients participating in our Ongoing Financial Planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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