Onesta Wealth Management offers personalized financial planning and investment management services. This includes helping clients determine their financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Onesta Wealth Management is a fee-based firm, meaning they don't sell commissioned products. The firm's Managing Member is affiliated with an entity that sells financial insurance products.
Assets Under Management$14M
Clients36
Advisors1
Avg. per Client$390K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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