TO ONE Asset Management offers investment advice, analysis, and ongoing portfolio management, focusing on blue-chip shares and exchange traded funds (ETFs). Portfolios are designed to balance income and growth while managing risk. The firm uses an active investment approach, adapting to market changes. Clients contract separately with a broker and custodian for transactions and asset holding.
Assets Under Management$1.5M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee is 1% for the Income model, 1.5% for the Growth model, and 2% for the Active model. Fees are subject to strict negotiation. Certain clients may also be charged a performance-based fee, equal to 25% of the gains above a pre-agreed benchmark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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