Assets Under Management
$7.0B
Number of Clients
3,435
Number of Advisors
54
Average Client AUM
$2.0M
AUM per Advisor
$129.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
One Capital Management, LLC (OCM) offers personalized wealth management advisory services, including investment and planning. Services are tailored to meet client needs and objectives. OCM also offers sub-advisory services, retirement plan solutions, and advisory consulting services. OCM serves as investment advisor to the FundX Funds exchange-traded funds (ETFs).
| Assets Under Management | 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.
3075 Townsgate Road, Suite 350, Westlake Village, CA, 91361