Omnia Family Wealth offers wealth management services, including investment management and financial planning, to individuals, high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pooled investment vehicles. Omnia Family Wealth creates investment strategies based on client goals, risk tolerance, and financial situations. Financial planning services cover areas like estate planning, tax planning, and insurance planning. They may recommend investments in private investment vehicles. They may also recommend unaffiliated investment managers.
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.