Alon Ozer is a registered investment advisor at Omnia Family Wealth, LLC, based in Aventura, FL, with 8 years of industry experience. Alon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 164 clients with $860M 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 $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. The total blended fee, including Omnia Family Wealth’s fee and any fees charged by independent managers they recommend, will not exceed 2.00% annually. Fees with respect to certain Client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), may be offered a fee rate that differs from the range set forth above.
Fee Estimator
Location
18851 NE 29th Avenue, Suite 400, Aventura, FL, 33180
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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
Alon is an investment committee member for J-Impact Fund I, reviewing potential fund investments, and an advisor for Square One Labs, performing due diligence. Both activities are investment-related and take a few hours per week each.
Employment History
Current Registrations
Omnia Family Wealth, LLC
Previous Registrations
Five Oaks Advisory LLC
State Registrations1 state
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