Omega Wealth Management (OWM) offers investment advice, wealth management, and financial planning services to individuals, families, and businesses. OWM gathers client information to determine their goals, risk tolerance, and financial needs. Assets are managed on a non-discretionary basis, requiring client approval before any investment recommendations are executed. OWM also provides hourly consulting services and financial planning services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.40% |
Fees are negotiable based on complexity, assets managed, and overall relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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