Omnistar Financial Group, INC.

Assets Under Management

$228.8M

Number of Clients

306

Number of Advisors

5

Average Client AUM

$748K

AUM per Advisor

$45.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

OmniStar Financial Group provides personalized investment advisory services, including wealth management with discretionary portfolio management, financial planning, and pension consulting. Wealth management clients have their portfolios monitored and rebalanced. Financial planning covers various elements of wealth management. Pension consulting is offered to employee benefit plans.

Fee Structure

Minimum Investment:$250K
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
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Location

1712 Eastwood Road, Suite 212, Wilmington, NC, 28403

5 Advisors at this firm

Omnistar Financial Group, Inc. | TrueAdvisor