One Degree Advisors offers financial planning and investment management services. They help clients define their financial goals, create diversified portfolios, and manage those portfolios. One Degree Advisors has the authority to make trades in client accounts without prior consent. They primarily recommend institutional-style and low-cost mutual funds, and for some clients, municipal notes and bonds and other fixed income securities. They also offer general financial advice on an hourly basis.
Fee Structure
One Degree Advisors provides investment management services for a fee based on a percentage of the assets they manage or a fixed fee. The maximum fee is 1.99% of the assets under management. The fee is calculated quarterly, in advance, based on the average daily balance of the client’s account at the end of the previous quarter.