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Chad Kessler

One Capital Management, LLC
21 Years of Experience
Newport Beach, CA
View SEC Summary
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Chad Kessler is a registered investment advisor at One Capital Management, LLC, based in Newport Beach, CA, with 21 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,535 clients with $8.5B in assets under management.

One Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
3,535 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.95%
$1.0M - $2.0M1.65%
$2.0M - $5.0M1.35%
$5.0M - $10.0M1.15%
$10M+1.00%

Fees are negotiable. Family household accounts may be combined to determine breakpoints.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

520 Newport Beach Center, Suite 430, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chad is involved with the ALS Association - Orange County Chapter, dedicating minimal time to board meetings and events. Chad also owns multiple rental properties with his wife and serves as HOA President, each requiring minimal time.

Employment History
Current Registrations
One Capital Management, LLC
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Advice and Planning Services
July 2013 - March 2021 · 7 yrs 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2013 - March 2021 · 7 yrs 8 mos
C.K. Cooper & Company, INC.
July 2008 - June 2013 · 4 yrs 11 mos
C.K. Cooper & Company, INC.Broker
January 2007 - June 2013 · 6 yrs 5 mos
AXA Advisors, LLC
March 2006 - January 2007 · 10 mos
AXA Advisors, LLCBroker
August 2005 - January 2007 · 1 yr 5 mos
State Registrations2 states
CATX
Advisor

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.

Exams
No exam information available for this advisor.
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