OneSeven is a registered investment advisor that offers personalized portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm builds diversified portfolios primarily using exchange-traded funds, mutual funds, and individual stocks and bonds, while also accommodating alternative investments and third-party managers when appropriate. OneSeven adopts a fiduciary approach to put clients' interests first, assisting with retirement planning, tax strategies, and general financial consulting. Clients can choose between discretionary portfolio management, where the firm handles day-to-day trades, and non-discretionary arrangements requiring client approval for transactions. In addition to core wealth management, OneSeven features specialized services such as 1031 exchange consulting and integrated cash management solutions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.