Omega Wealth Private Capital LLC
Assets Under Management
$49.0M
Number of Clients
197
Number of Advisors
4
Average Client AUM
$249K
AUM per Advisor
$12.3M
Compensation
Fee-Only (AUM)
About This Firm
Omega Wealth Private Capital LLC provides discretionary portfolio management services, tailoring advice to client needs and objectives. They utilize a sub-adviser, Foundations Investment Advisors LLC, for back-office support, trading, and model portfolios. Investments are based on client risk tolerance, time horizon, and financial information. Clients receive ongoing reviews and must promptly notify the firm of any changes.
Fee Structure
The annual management fee ranges from 0.25% to 2.00% of assets under management, billed monthly in arrears. The fee is negotiable and based on the account value and complexity of the client's situation. This fee includes the firm's advisory fee, the platform fee paid to the sub-adviser, and the portfolio model manager fee, if applicable. The firm requires a minimum of $500,000 to open and maintain an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Location
7870 E. Kemper Road, #430, Cincinnati, OH, 45249