Omnicap Wealth Partners (OWP) offers investment management and financial planning services. Investment advice is tailored to meet individual client needs and investment goals. OWP may invest client assets according to model portfolios developed by an unaffiliated investment manager. Financial planning services range from broad-based planning to single-subject consultations. OWP does not participate in wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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