Assets Under Management
$859.2M
Number of Clients
164
Number of Advisors
5
Average Client AUM
$5.2M
AUM per Advisor
$171.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Omnia Family Wealth provides wealth management services, including financial planning and discretionary/non-discretionary investment management. They create customized strategies based on client goals, risk tolerance, and financial situations. They may use independent managers and recommend private investments. The firm's approach is long-term focused.
| Assets Under Management | 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 at the sole discretion of the Advisor.
18851 NE 29th Avenue, Suite 400, Aventura, FL, 33180