One Across Capital offers investment management services tailored to individual client goals, risk tolerance, and time horizon. The firm assesses each client's financial situation and creates a customized portfolio. One Across Capital may use equities, debt, ETFs, mutual funds, real estate, REITs, and cash. One Across Capital requests authority to make trades without asking first.
Assets Under Management$5.7M
Clients13
Advisors1
Avg. per Client$440K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. Long/short equity accounts have an additional 1.25% fee on all amounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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