Alpha & Omega Financial Management Consultants offers portfolio management based on individual client goals, pension consulting services for employee benefit plans, and financial planning covering investments, insurance, retirement, college, and debt. A&O directs clients to third-party investment advisors and monitors their performance. They primarily advise on mutual funds, fixed income, real estate funds, equities, and ETFs.
Fee Structure
Alpha & Omega Financial Management Consultants does not directly manage investments for individual clients. Instead, they recommend third-party investment advisors. Alpha & Omega receives a portion of the fees charged by these third-party advisors. The total fees charged to you will not exceed 2% per year.
Alpha & Omega may direct clients to the following third-party advisors:
- Altruist: Total fees range from 0.87% to 1.12% per year.
- AssetMark: Total fees range from 0.45% to 1.00% per year.
- SEI: Total fees range from 0.50% to 1.00% per year.
Alpha & Omega may recommend model portfolio management through SEI Private Trust Company (SPTC). Total fees range from 0.65% to 0.75% per year. SEI Wealth Platform charges a $60 annual fee for accounts under $50,000.