OneSource Wealth Management provides investment management services, financial planning, and consulting. Investment strategies are tailored to individual client goals and risk tolerance. OneSource may hire sub-advisors to manage client assets. Financial planning covers various topics, including retirement, risk management, tax reduction, and estate preservation. OneSource also offers ERISA plan services to qualified retirement plans.
Assets Under Management$3.3M
Clients12
Advisors2
Avg. per Client$270K
Avg. per Advisor$1.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.70% |
| $500K - $1.0M | 1.60% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.20% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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