Onyx Financial Advisors offers personalized financial planning and investment management to individuals, high-net-worth families, businesses, and retirement plans. The registered investment advisor builds diversified portfolios primarily using no-load mutual funds and exchange-traded funds based on academic research and efficient market strategies. Services begin with creating a written financial plan and establishing an investment policy statement. The firm operates as a fee-only wealth management practice, meaning it does not sell financial products for commissions or accept referral fees. Onyx Financial Advisors also coordinates with other professionals, including an affiliated certified public accountant firm, to assist clients with tax strategies and comprehensive financial planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Minimum annual fee of $5,000 applies. Fees may be negotiable in certain circumstances.