One Life Financial Group offers financial planning and wealth management services to individuals, high net worth individuals, trusts, estates, corporations, and business entities. Services include asset management, education account management, and financial coaching. Custom planning covers education, insurance, estate, cash flow, tax, and social security optimization. One Life uses a third-party platform to manage held-away assets.
Assets Under Management$99M
Clients117
Advisors3
Avg. per Client$840K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 3.00% |
| $100K - $350K | 3.00% |
| $350K - $850K | 3.00% |
| $850K - $1.9M | 2.49% |
| $1.9M - $3.4M | 1.49% |
| $3.4M - $5.3M | 1.39% |
| $5.4M - $8.3M | 1.29% |
| $8.4M - $13.3M | 1.19% |
| $13.4M - $23.4M | 1.09% |
| $23.4M+ | 0.99% |
The annual fee may be negotiable and is often below the MAXIMUM annual fee noted above. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...