How is OMC compensated for services?
OMC is a fee-based practice. We receive no commissions, referral fees, or third party compensation. Fees are paid by the client, are billed at the end of each quarter and automatically withdrawn from the account. When clients have multiple accounts with us, we aggregate them to determine whether they qualify for a break-point. For example, a husband and wife may each have an IRA account, a trust account and a joint account. The total of all of these accounts determines the assessment. Fees can be furnished upon request.
