Omen Advisory offers digital investment advice through its Omen Platform, using software-based models and algorithms. Clients can allocate assets to cash, specific securities, or AI-managed portfolios. The AI Agents analyze market conditions and make trades within client-specific risk parameters. Clients grant Omen discretionary authority to manage their assets within specified percentage thresholds. Brokerage services are provided through Alpaca Securities LLC.
Assets Under Management$36K
Clients94
AdvisorsN/A
Avg. per Client$380
Avg. per AdvisorN/A
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Fee Structure
Minimum Investment:$10
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15K | Included |
| $15K+ | 0.30% |
Clients with $15,000 or less pay a flat fee of $4/month. Clients with over $15,000 pay 0.30% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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