Omnistar Financial Group, Inc.

SEC-regulated
Registered investment advisor
OmniStar Financial Group is a registered investment adviser based in Wilmington, North Carolina, providing investment advisory services since 2006. The firm offers personalized wealth management, financial planning, and pension consulting services. For wealth management clients, discretionary portfolio management services are tailored to meet individual needs and investment objectives. The firm charges an annual fee based on a percentage of assets under management, with rates ranging from 0.85% to 2.00%. Clients with account sizes greater than $250,000 may be eligible for additional strategies such as Momentum, Equity Income, Growth & Income, and Institutional Strategy. Financial planning services include comprehensive planning covering various elements of wealth management, with fees starting at $500 per specific area of interest. Pension consulting services are offered based on the needs of employee benefit plans, with fees negotiated on a case-by-case basis. The firm does not accept performance-based fees, and clients must have a minimum of $250,000 to become wealth management clients. OmniStar Financial Group does not have any reportable disciplinary information and does not receive compensation for client referrals. Clients' accounts are held with a qualified custodian, and the firm does not vote proxies on behalf of 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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