Evelyn Ovando-Flores is a registered investment advisor at Omega Wealth Management LLC, based in Arlington, VA, with 2 years of industry experience. Evelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 119 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Investment Management fee can be negotiated higher or lower depending on the client’s investable net worth and complexity of their financial situation, not to exceed 1.00% annually.
Fee Estimator
Location
4501 N Fairfax Dr, Suite 602, Arlington, VA, 22203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Omega Wealth Management LLC
State Registrations2 states
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