Omar Ganoom is a registered investment advisor at Central States Capital Markets, LLC, based in Columbus, OH, with 29 years of industry experience. Omar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 7 clients with $14M in assets under management.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
The maximum annual fee for portfolio management services is 1.25% of assets under management. The actual fee charged is a function of the asset allocation target for an account and the size of the account. Accounts with a 100% equity allocation target pay a maximum of 1.25%. Those with a 100% fixed income allocation target pay a maximum of 0.75%. These fees are for 100% equity. There are discounts for fixed income allocations. For equity income portfolios, CSCM may offer a performance-based fee structure where you pay a base management fee plus a variable performance fee, but the total will not exceed 1.25% per year. You can also elect to pay a fixed 1.00% annual management fee.
471 E Broad Street, Suite 905, Columbus, OH, 43215
Get directionsOmar is the managing member of RAMO LXIV LLC, a real estate ownership company, since 2019. He also owns rental properties since 1991, dedicating minimal time to landlord activities.
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.