Omnes Wealth provides wealth management services to individuals and high net worth individuals. This includes investment management, where Omnes Wealth creates a portfolio strategy using mutual funds, exchange-traded funds, and individual stocks and bonds. Omnes Wealth also offers financial planning services covering investment planning, retirement planning, personal savings, and education savings. Omnes Wealth acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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