One Brick Planning & Consulting (OBPC) provides wealth management services, including investment management and ongoing financial planning. OBPC assesses clients' risk profiles and develops custom asset allocations. Financial planning services are offered on an ongoing or project basis, covering areas like tax, retirement, and estate planning. OBPC also provides retirement plan consulting for plan sponsors and participants.
Fee Structure
OBPC offers investment management as part of its Wealth Management services. Fees are based on the complexity and needs of the client, ranging from $3,000 to $25,000 annually. Fees are typically paid quarterly, in arrears, and debited from the client's managed account. Investment management services are no longer offered as a stand-alone service to new clients.