One Day Wealth
Assets Under Management
$34.1M
Number of Clients
46
Number of Advisors
2
Avg. Portfolio per Client
$741K
Avg. Managed per Advisor
$17.1M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
One Day Wealth manages investment portfolios based on clients' individual needs and goals. They also offer comprehensive financial planning, which includes analyzing a client's net worth, cash flow, insurance, retirement planning, and estate planning. One Day Wealth also provides personal finance presentations and retirement plan consulting for businesses.
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
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Location
WA, United States
