One Wealth Map provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, businesses, and trusts. The firm helps clients build and manage investment portfolios through different service levels, ranging from basic portfolio structure and security selection to tax-managed strategies and total wealth oversight using financial planning software. One Wealth Map creates tailored financial plans addressing cash flow, tax projections, retirement goals, estate planning, and insurance needs. The firm may also recommend third-party money managers to oversee client portfolios based on individual goals and risk tolerance. One Wealth Map operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual advisory fees are generally based on a percentage of assets under management and may range up to 2.50% annually, depending on the service level, size, and complexity of the relationship. Fees are typically billed quarterly in advance.