Omega Capital Management (OCM) offers investment management and financial planning services. OCM works with individuals, high net worth individuals, pensions, profit sharing plans, trusts, estates, and small businesses. OCM helps companies pick investment options for retirement plans. Financial planning includes asset protection and other financial matters. OCM tailors portfolios to meet client needs and objectives.
Assets Under Management$650K
Clients3
Advisors1
Avg. per Client$220K
Avg. per Advisor$650K
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Fees may be discounted and are based on the total relationship managed by Omega Capital Management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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