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Our Fee Structure Our fee arrangement reflects our commitment to providing clients with consistent, ongoing life and wealth advice regardless of the ups and downs of financial markets or their situations. We have a base annual "advisory" fee, paid in quarterly increments, and when we oversee and manage a client's investment assets, we also receive an "assets under management" fee, also paid in quarterly increments. Our advisory fees begin at $7,500 a year and and increases based on the client's financial situation and the expected complexity of their overall life / wealth needs. Our assets under management fees start at 0.50% annually and decline to 0.35% for larger amounts of assets under management. Omega Wealth Management is a fee-only firm. We do not receive commissions from investment transactions or insurance companies.
Omega Wealth Management, LLC (formerly Kirchenbauer Financial Management and Consulting) is a SEC Registered Investment Advisor (RIA) based in Arlington Virginia and serves a diverse client base throughout the United States. Omega Wealth Management, LLC (OWM) provides independent fee-only life and wealth planning services. Use of this site implies agreement with and acceptance of our Privacy Policy. Omega Wealth Management, LLC does not offer tax or legal advice but coordinates support among your tax, legal, insurance and real estate advisors. |
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