ONE Advisory Partners offers comprehensive private client services combining financial planning and investment management. Financial planning covers areas such as investment analysis, risk management, retirement planning, education funding, and estate planning, and can be provided on a standalone basis or alongside investment management. The firm also offers a Virtual Family Office service supported by a team of financial planners, investment managers, tax professionals, and attorneys to manage complex financial lives. Investment strategies are built using modern portfolio theory to create globally diversified portfolios, utilizing fundamental and technical analysis, exchange-traded funds, and occasionally shorting or leverage through exchange-traded funds. The firm requires a relationship minimum of $2,000,000 for individual clients and a minimum annual fee of $10,000.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee of 1.50% is negotiable depending on assets under management, current financial situation, use of sub-advisors, or portfolio complexity. Subject to a $10,000 minimum annual fee.