How does the advisor help clients – Key Takeaways:
OMNIQUEST CAPITAL, LLC is a financial advisory firm that provides expert guidance and solutions for individuals, families, and businesses. They focus on developing personalized strategies to help clients achieve their financial goals and provide ongoing support to help them navigate through life’s financial challenges.
Facts and Insights
OMNIQUEST CAPITAL, LLC was founded in 2005 and has been serving clients for over 15 years. Their team of advisors consists of highly experienced and knowledgeable professionals who are dedicated to providing the best financial advice and services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
These numbers reflect the strong track record of OMNIQUEST CAPITAL, LLC in managing and growing their clients’ assets while providing top-notch financial advice and services.
Financial Services Offered
The team at OMNIQUEST CAPITAL, LLC offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
By offering a comprehensive suite of services, OMNIQUEST CAPITAL, LLC can provide holistic solutions that address their clients’ various financial needs.
Client Types
OMNIQUEST CAPITAL, LLC works with a diverse group of clients, including:
- Individuals
- Families
- Small Business Owners
- Corporate Executives
Their ability to cater to different types of clients showcases their expertise and flexibility in understanding and addressing the unique financial needs of each individual or entity.
Fees & Compensation
OMNIQUEST CAPITAL, LLC follows a fee-only compensation structure, which means they do not earn commissions or receive any other form of compensation from third parties. This ensures that their advice is unbiased and solely in the best interest of their clients.
Their fees are based on a percentage of assets under management, which aligns their interests with their clients’ and encourages them to help their clients’ assets grow.
Background
OMNIQUEST CAPITAL, LLC is based in New York City and has a team of highly qualified advisors with diverse backgrounds and areas of expertise. Their team works cohesively to provide clients with comprehensive solutions and top-notch service.
Financial Advisor Disclosures to Know
As a registered investment advisor, OMNIQUEST CAPITAL, LLC has a fiduciary duty to act in the best interest of their clients at all times. They are committed to transparency and disclosure of any potential conflicts of interest to their clients.
In addition, OMNIQUEST CAPITAL, LLC has a clean disciplinary record with no regulatory actions or complaints. This reflects their strong commitment to ethical and professional standards in their practice.