On Course Financial Planning provides financial planning and investment advice. They create personalized financial plans based on client goals and objectives, using client-provided information. Investment decisions are made after discussing risk tolerance with clients. They primarily use mutual funds and exchange-traded funds (ETFs) in their managed portfolios. On Course Financial Planning is paid through hourly fees for financial planning and a percentage of assets managed for investment advice.
Assets Under Management$70M
Clients30
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$70M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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