OneFirm Consulting provides financial solutions to help clients make fiscally responsible decisions and disciplined economic choices. They focus on identifying your standards of living and lifestyle expectations through an initial Discovery Meeting. If you engage them, they will identify your investment parameters and develop an investment strategy using a third-party Portfolio Manager to manage your portfolio assets. OneFirm Consulting is not involved in the day-to-day management of your portfolio assets, but they will have access to model portfolios, model managers, strategists, other money managers, and trading services to better guide you on future investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.12% |
| $250K - $500K | 1.02% |
| $500K - $1.0M | 0.81% |
| $1.0M - $2.0M | 0.72% |
| $2.0M - $5.0M | 0.54% |
| $5M+ | 0.40% |
Fees may be negotiable within each tier. The management fee will be included in a bundled fee with the Portfolio Manager as part of a wrap fee program.