Jeremy Dicker
Jeremy Dicker is a registered investment advisor at One Wealth Capital Management, LLC, based in El Segundo, CA, with 27 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 261 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
One Wealth Management charges an annual fee based on a percentage of the assets they manage. The exact fee is agreed upon in advance and may be negotiable. The fee is billed monthly based on the average daily balance of your account. One Wealth may use third-party investment advisors, and the total fee, including the third-party advisor's fee, will not exceed 2.00%.
Location
222 N Pacific Coast Highway, 10th Floor, El Segundo, CA, 90245
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2023Employment Separation After Allegations
November 2012Other Business ActivitiesSells Insurance
Jeremy is an owner and insurance broker for One Wealth Management Financial And Insurance Services, Inc., spending about a quarter of his time there. He also works as an insurance agent for Mass Mutual Life and owns Jeremy Dicker Consulting, a business consulting firm, dedicating a few hours per week to each.
Employment History
Current Registrations
One Wealth Capital Management, LLC
Previous Registrations
One Wealth Management
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.