A complete list of active advisors currently associated with Omnicap Wealth Partners LLC
Warmer can help you find a great advisor at Omnicap Wealth Partners LLC or one who fits your needs even better.
Omnicap Wealth Partners LLC is a newly registered investment adviser that offers discretionary portfolio management and financial planning and consulting to individual clients, including high-net-worth individuals, and may implement model portfolios developed by unaffiliated managers. The brochure states the firm currently reports no assets under management. The firm provides both discretionary and non-discretionary account management and describes an investment process that uses fundamental and cyclical analysis, modern portfolio theory, and a range of implementation techniques — including equities, options, ETFs (including leveraged ETFs), short sales, margin, and short- or long-term trading — selected based on each client’s objectives and risk tolerance. Clients receive ongoing monitoring with at least quarterly reviews and written reports, and the firm notes that tax considerations are not its primary focus and recommends consultation with tax professionals. A notable operational detail is that, in addition to percentage-of-AUM billing for portfolio management, the firm offers fixed-fee and hourly arrangements for financial planning and consulting, with the availability of hourly billing being uncommon among investment-manager firms. The brochure also discloses the firm’s principal maintains an external CFO role in a medical practice; the firm does not custody client assets and it does not vote client proxies, which are practical distinctions prospective clients may consider.
To learn more about the advisors currently working at Omnicap Wealth Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Miami, FL
| 0
|
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