David Bone is a registered investment advisor at One + One Wealth Management, LLC, based in Jupiter, FL, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 251 clients with $380M 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 | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
1061 E. Indiantown Road, Suite 300, Jupiter, FL, 33477
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Regulatory History
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.
Learn about disclosures →Other Business Activities
David is a Cub Scout den leader, spending a few hours per week on youth program activities. He also owns Bonefide Farms LLC, a chicken farm, dedicating a few hours per week, and is a member of Bonefide Design LLC, an interior design business, with minimal time commitment.
Employment History
Current Registrations
One + One Wealth Management, LLC
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
State Registrations1 state
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.