Omnikey Investment Advisors provides financial planning services to individuals, high net-worth individuals, and businesses. Omnikey Investment Advisors offers financial planning services, and may recommend third-party professionals. The firm's services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, tax planning strategies, and real estate planning.
Fee Structure
Omnikey Investment Advisors charges a recurring fixed fee for ongoing financial planning, ranging from $50 to $200 per month, paid in advance. The fee depends on the client's needs, complexity, time, research, and resources required. An initial fee, no greater than $5,000, covers the initial construction of the financial plan.
Omnikey Investment Advisors charges a fixed fee for project-based financial planning, ranging from $200 to $10,000. The fee depends on the client's needs, complexity, time, research, and resources required. Half of the fee is due at the beginning of the process, and the remainder is due upon completion of work.