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Omicron Advisors, LLC
SEC-regulated
Registered investment advisor
Omicron Advisors, LLC is a financial advisory firm established in July 2012, with Ross Christian Burnam and Ross Wilson Burnam as principal owners. The firm specializes in Investment Supervisory, Financial Planning, and Pension Consulting services. Omicron follows academic-based research for investment strategies, focusing on diversification and passive strategies. The firm does not impose account minimums and offers a tiered fee schedule for Investment Supervisory services, ranging from 1.50% to 0.40% based on assets under management. Financial Planning fees range from $2,500 to $30,000 annually. Pension Consulting fees are negotiable, not exceeding 2% of assets. Omicron uses Charles Schwab & Co., Inc. as the custodian and broker for client assets. The firm exercises investment discretion with written client authorization and reviews accounts at least quarterly. Omicron does not accept voting authority for client securities and does not solicit prepayment exceeding $1,200 in fees per client. The firm has no financial conditions likely to impair its commitments to clients. Omicron does not have any disciplinary events related to past or present investment clients.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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