One Wealth Map (OWM) offers investment supervisory services and financial planning to individuals, high net worth individuals, businesses, and trusts. OWM creates layered portfolio strategies based on cash flow analysis, tax projections, investment risk, and estate planning. OWM manages investment advisory accounts on a discretionary basis, guided by the client's stated objectives and financial plan. They also offer financial planning services, including tax and cash flow analysis, investment choices, insurance review, retirement planning, and estate planning.
Fee Structure
One Wealth Map offers three levels of investment management services:
- Level 1: Portfolio structure with security selection and rebalancing. Includes one annual meeting (up to two hours; additional time billed hourly).
- Level 2: All Level 1 services, plus tax management of accounts.
- Level 3: Total wealth oversight, including all Level 1 and 2 services, plus a full financial plan with eMoney.
Fees range from 1% to 2.5% per year, depending on the level of service. A minimum of $1 million in assets under management is required, but exceptions may be made for certain clients.