Omnia Family Wealth, LLC

Omnia Family Wealth, LLC is a registered investment advisor established in September 2015 and located in Aventura, FL. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and pooled investment vehicles. Omnia Family Wealth serves as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. The firm provides wealth management services, including comprehensive financial planning and discretionary/non-discretionary management of investment portfolios. Investment strategies are primarily based on fundamental analysis, focusing on economic and business indicators. Clients have the option to place restrictions on their investments, and the firm may recommend investments in private investment vehicles under certain conditions. The fee structure ranges from 0.20% to 1.00% based on the assets under management. Omnia Family Wealth does not charge performance-based fees and does not accept proxy-voting responsibility for clients. The firm has not had any disciplinary events and maintains a Privacy Policy to protect clients' personal information. Clients are encouraged to review statements provided by the Custodian and compare them to reports provided by the firm.