BrokerOne offers financial consulting and investment management services to individuals, families, trusts, estates, and family businesses. BrokerOne helps clients define financial objectives and develop strategies to achieve them, including cash flow management, tax planning, risk review, investment management, education funding, retirement planning, and estate planning. BrokerOne is compensated solely by client fees and does not receive commissions.
Assets Under Management$30M
Clients84
Advisors1
Avg. per Client$360K
Avg. per Advisor$30M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$50
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.39% |
| $2M+ | 1.39% |
All fees are negotiable. Current and longer term clients may have a lower annual percentage.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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