Advisor One provides ongoing investment management services to individuals, families, and businesses. They offer both discretionary (where Advisor One makes the decisions) and non-discretionary (where the client approves decisions) management. Advisor One may also refer clients to third-party managers. Services are tailored to each client's needs, and clients can impose restrictions on the level of discretion and types of investments used.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 2.00% |
Fees are negotiable. The fee ranges from 0.50% to 2.00% for accounts up to $5,000,000. Fees for accounts over $5,000,000 are negotiable. The highest fee percentage was used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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