One Source Advisory Services provides investment advisory and wealth management services to individuals and small business owners. Services include financial planning integrated with tax planning, and consulting to small businesses. The firm utilizes a consultative wealth management process covering financial position, protection, investment, tax, retirement, and estate planning. Investment advisory services are tailored to client needs and include active portfolio management with quarterly rebalancing.
Assets Under Management$19M
Clients115
Advisors1
Avg. per Client$160K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000. Fees may be waived or decreased for family and employee accounts. Non-profit organizations may have a reduced fee at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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