Tobie Rodriguez
Tobie Rodriguez is a registered investment advisor at One Capital Management, LLC, based in Westlake Village, CA, with 16 years of industry experience. Tobie 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 3,435 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client. No additional investment management fee will be charged on client assets invested in affiliated products.
Fee Estimator
Location
3075 Townsgate Road, Suite 350, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2007Employment History
Current Registrations
One Capital Management, LLC
Previous Registrations
Hbw Advisory Services LLC
Tamar Securities, LLC
Purshe Kaplan Sterling InvestmentsBroker
PFS Investments INC.Broker
PFS Investments INC.Broker
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State Registrations2 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.