One Wealth provides investment management, financial planning, and consulting services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. One Wealth creates customized financial life plans that include asset allocation, portfolio management, tax planning, and estate planning. One Wealth may recommend unaffiliated investment managers or Betterment Institutional, a robo-advisor platform. Financial planning services are offered as part of wealth management services or separately for a fixed fee.
Fee Structure
One Wealth charges an annual investment advisory fee based on the value of your portfolio, up to 1.50%. The fee covers tax preparation services through a third party for certain clients. A minimum fee of up to $10,000 may be required, but can be reduced or waived. Fees are negotiable. If One Wealth uses Betterment Institutional, a robo-advisor, you will be charged an additional asset-based fee by Betterment of up to 1.00% annually.