Jane Delashmutt O'mara

CFP

Fbb Capital Partners

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningInsurance Planning

Fbb Capital Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,158 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$2.2B

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.5M	1.00%
$1.5M - $2.5M	0.85%
$2.5M - $5.0M	0.75%
$5M+	0.65%

Fees negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$10,000

Contact

Jane Delashmutt O'mara

Location

4520 East-West Highway, Suite 450, Bethesda, MD, 20814

Get directions

History

Regulatory History

Clean regulatory record

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.

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

September 2014 - Present · 11 yrs 5 mos

State Registrations3 states

MDTXVA

Advisor

Exams

No exam information available for this advisor.