You have a right to full, clear reporting, quality service, and responsible investment advice. In that spirit, our fee structure reflects our philosophy in being clear and transparent.
Engagement Fee = $2000-5000*
Investment Services
| Account Size | Tiered Fee |
|---|---|
| < $250,000 | 1.50% |
| $250,001 - 500,000 | 1.25% |
| $500,001 - 1,000,000 | 1.00% |
| $1,000,001 - 2,000,000 | 0.90% |
| $2,000,000 - $5,000,000 | 0.75% |
| >$5,000,000 | Negotiable |
*The Engagement fee may be a combination of financial planning fees from OmniDivitia Wealth Management, Inc. and OmniDivitia Tax Services, LLC. Fees for investment services are for investment advice by OmniDivitia Wealth Management, Inc. only. Portfolio management services by third-party managers (if applicable), custodial services, and trust services may incur additional fees. Please refer to the appropriate investment &/or account agreement for more detail. Fees are subject to change.
