Advisor at FBB Capital Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Bethesda, MD 20814
Credentials
CFP®
Industry experience
11 years
Jane O'mara is a CFP® at FBB Capital Partners with 11 years of industry experience. She has been with FBB Capital Partners since 2014. Outside of her advisory role, she serves on the board of directors and as treasurer for Talbot Hospice, where she participates in the investment and finance committees. FBB Capital Partners advises individual and high-net-worth clients through discretionary portfolio management and comprehensive financial planning. The firm employs diversified, low-cost portfolios and a combination of fundamental, quantitative, technical, and cyclical analysis to guide investment decisions.
Based on FBB Capital Partners
Financial planning flat fees range from $5,000 to $20,000 depending on scope and complexity; may be reduced or waived if portfolio managed over $500,000.
$0 - $1,500,000: 1.00% annually $1,500,001 - $2,500,000: 0.85% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.65% annually
Hourly rate up to $450 per hour if financial planning agreement is terminated prior to completion.
Minimum fee: Minimum annual fee of $10,000 billed quarterly ($2,500 per quarter) for accounts with portfolio values of $1,000,000 or less; may be waived or reduced at firm's discretion. Fee-only: Portfolio management fees based on assets under management; financial planning fees charged as flat fees.
4520 East West Highway, Suite 450
Bethesda, MD 20814
Maryland · Texas · Virginia
FBB Capital Partners
2014 - Present (12 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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