Omnia Family Wealth, LLC
Assets Under Management
$859.2M
Number of Clients
164
Number of Advisors
5
Average Client AUM
$5.2M
AUM per Advisor
$171.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Omnia Family Wealth provides wealth management services including financial planning and discretionary/non-discretionary investment portfolio management to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and pooled investment vehicles. They may utilize independent managers and recommend private investments.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Wealth management fees are based on the average daily balance of assets under management and range from 0.20% to 1.00% annually. Stand-alone financial planning services are offered for a fixed fee ranging from $10,000 to $100,000. Fees may be negotiable. Advisory-only investment services may be charged a fixed asset-based fee ranging from 0.20% – 1.00%.
Areas of Practice
Location
18851 NE 29th Avenue, Suite 400, Aventura, FL, 33180