ONE Advisory Partners provides financial planning and investment management services to individuals and families. Financial planning covers investment analysis, risk management, retirement planning, education funding, and estate planning. Investment management includes ongoing monitoring, review, and trade implementation. ONE may use sub-advisors or platform providers for investment management. They also offer a Virtual Family Office service with a team of financial planners, investment managers, tax professionals, and attorneys.
Assets Under Management$370M
Clients314
Advisors9
Avg. per Client$1.2M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee of 1.50% may be negotiable. Minimum annual fee of $10,000 may be waived.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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