Omni Partners Us LLC

CRD#284118
Investment Advisor Firm

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Overview

Omni Partners Us LLC is a financial advisor company located in Irvine, California. The company handles $2.1 billion in assets over eight client accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). It has a small group of four employees, three of whom are financial advisors. Omni Partners Us LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like equities, bonds and options.

Omni Partners Us LLC manages all of its client assets in a discretionary manner. Discretionary management means that buy and sell judgments are made by a portfolio manager without needing to seek the customer's authorization. The firm administers about $262.7 million for every client account. The typical financial advisor at Omni Partners Us LLC oversees about three client accounts, placing it among the most personalized advisor firms in the country.

The company's central office is located at Suite 830, Irvine, California 92612. The company is legally allowed to provide services to clients in the state of California.

Assets Under Management

$2.1 billion

Number of Advisors

3

Disclosures

No

Office Location

Suite 830
Irvine, CA 92612

Omni Partners Us LLC by the Numbers

Total Assets Under Management

$2.1 billion

National Average: $3.7 billion
Total Number of Employees

4

National Average: 29
Total Number of Accounts

8

National Average: 2,073
Average Account Size

$262.7 million

National Average: $1.8 million

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Fee Structure

Fees charged by financial advisors typically vary depending on the type of financial services provided. However, fees billed by the firm can consist of the following fee types: asset-based or performance-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company works with pooled investment vehicles. Out of its eight accounts, Omni Partners Us LLC's biggest client type by number of accounts is pooled investment vehicles. Around 100% of the firm's accounts are from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Omni Partners Us LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA