Alpha Omega Financial Fees & Minimum

Overview

Total Firm Assets: $187 million
Average High-Net-Worth Client Portfolio Size: $3.7 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ALPHA OMEGA FINANCIAL, INC. ADV BROCHURE (2026-02-09) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$250,000	1.40%
$250,001	$500,000	1.20%
$500,001	$1,000,000	1.10%
$1,000,001	$3,500,000	1.00%
$3,500,001	$5,000,000	0.90%
$5,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,000	1.20%
$5 million	$50,500	1.01%
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 90.00%
Number of High-Net-Worth Clients: 46
Total Client Accounts: 337
Discretionary Accounts: 337

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 314289

ALPHA OMEGA FINANCIAL, INC. ADV BROCHURE (2026-02-09) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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