One Capital Management manages investment portfolios and provides comprehensive financial planning services for individuals, families, and corporate clients. The firm builds customized, globally diversified portfolios using a mix of stocks, exchange-traded funds, and fixed-income securities, operating with the authority to make trades on your behalf. In addition to investment management, One Capital Management offers wealth management planning that covers personal cash flow, retirement considerations, tax strategies, insurance reviews, and estate planning guidance. The firm also provides cash management services and specialized consulting. Clients can work with them for investment management, financial planning, or both. One Capital Management is owned by OCM Capital Partners and has been in business since 2001.
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. Family household accounts may be combined to determine breakpoints.