Omicron Advisors provides investment advice and management to individuals, high-net-worth individuals, partnerships, trusts, pension and profit-sharing plans, and non-profit accounts. Omicron creates tailored investment strategies based on client profiles and uses academic-based research, favoring passive strategies with ETFs and mutual funds. Omicron also offers financial planning services, including retirement, college, and debt planning. Pension consulting services are available to business owners and plan sponsors.
Assets Under Management$110M
Clients75
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$57M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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