Omni Investment Solutions offers financial planning and consulting services, including retirement strategy, risk management, tax reduction, and estate preservation. They also work with Gradient Investments as a co-advisor, helping clients select appropriate investment models based on their goals and risk tolerance. Omni Investment Solutions shares in the management fees charged by Gradient Investments.
Assets Under Management$1.2M
Clients3
Advisors1
Avg. per Client$400K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are for Strategic Portfolios. Tactical Portfolios are 1.80%, Allocation & Defined Outcome Portfolios are 1.70%, and Preservation Portfolios are 1.00%. These fees are shared with Gradient Investments. A $15 quarterly service fee also applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...