Steven Wagner is a registered investment advisor at Omnia Family Wealth, LLC, based in Aventura, FL, with 49 years of industry experience. Steven 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
Get directionsHistory
Regulatory History (6)
Customer Dispute
July 2002Customer Dispute
June 1994Customer Dispute
June 1993Customer Dispute
October 1992Regulatory
January 1989Customer Dispute
May 1987Other Business Activities
Steven volunteers for the investment committee of the Greater Miami Jewish Federation, spending minimal time per month. He also serves on the advisory board for Adler Real Estate, dedicating minimal time per month to advising on extending the fund if market conditions are unfavorable for selling real estate holdings.
Employment History
Current Registrations
Omnia Family Wealth, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Smith Barney Shearson INC.Broker
J. B. Hanauer & CO.Broker
Prudential-Bache Securities INC.Broker
First Miami Securities, INC.Broker
J B Hanauer and COBroker
State Registrations2 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.