One Wealth Management Investment and Advisory Services provides financial planning and asset management services to individuals and their retirement trusts. Financial planning covers areas like investment, retirement, education, and insurance. Asset management involves creating investment strategies and managing portfolios, potentially using independent managers or platforms. One Wealth Management may recommend private investments to high-net-worth clients. Clients can place reasonable restrictions on their investments.
Fee Structure
One Wealth Management charges an annual fee based on the amount of assets they manage for you, ranging from 0.40% to 1.50%. The exact fee is agreed upon in your advisory agreement and may be negotiable. Fees are deducted monthly from your account. For assets invested in a Crystal Fund, the annual fee is 1.00%, charged quarterly. The total blended fee, including One Wealth Management's fee and any independent manager's or platform's fee, will not exceed 2.50% annually.