Jane O'mara is a CFP-designated registered investment advisor at Fbb Capital Partners, based in Bethesda, MD, with 11 years of industry experience. Jane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 1,158 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed. Certain legacy clients and clients acquired from other investment advisory firms may be subject to a different fee schedule.
Fee Estimator
Contact
Jane O'mara
Location
4520 East-West Highway, Suite 450, Bethesda, MD, 20814
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jane is a managing member and owner of Delashmutt LLC, a real estate and maritime business, dedicating minimal time. She also serves on the board of directors for Talbot Hospice, focusing on development and investment committees, spending a few hours per week.
Employment History
Current Registrations
Fbb Capital Partners
State Registrations3 states
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.
Exams