Omnivest

Overview

Omnivest operates as a limited liability company under individual ownership and provides fee-based advisory services focused on financial planning and portfolio management for individuals and small businesses. The firm charges both asset-based fees and flat fees. It identifies as an active ESG investor, and it does not describe itself as a capital allocator or a pension consultant. Public registration details are not provided in the available summary. Service scope appears concentrated on private clients and small-enterprise relationships rather than institutional mandates. Omnivest is not characterized as a multi-state adviser or a newly formed adviser in the provided information.

Investments & Alternatives