OneMoney offers investment advisory services to high net worth individuals, trusts, and estates. They provide customized investment solutions through personal contact and interaction, offering non-discretionary investment management and consulting. OneMoney works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. They construct portfolios using individual equity securities and exchange-traded funds, and may also use individual bonds and mutual funds.
Fee Structure
OneMoney's investment management fee ranges from 0.50% to 1.50% per year, depending on the size and complexity of the client relationship. The fee is based on the value of your investments at the end of the prior month and is paid monthly in advance. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. There is a minimum annual fee of $2,500, which may be waived or lowered at the discretion of the Advisor.