Vishail Singh is a registered investment advisor at One Wealth Investors, based in Boca Raton, FL, with 7 years of industry experience. Vishail operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 127 clients with $150M 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 the amount of assets they manage for you, ranging from 0.40% to 1.50%. The exact fee is agreed upon in your advisory agreement and may be negotiable. Fees are deducted monthly from your account. For assets invested in a Crystal Fund, the annual fee is 1.00%, charged quarterly. The total blended fee, including One Wealth Management's fee and any independent manager's or platform's fee, will not exceed 2.50% annually.
Location
1489 W Palmetto Park Road, Suite 500, Boca Raton, FL, 33486
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
One Wealth Investors
Previous Registrations
Omnia Family Wealth, LLC
State Registrations1 state
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