Onus Financial LLC offers tailored investment advice and financial planning services. For portfolio management, Onus Financial works with clients to determine their investment objectives and risk tolerance, then customizes a portfolio or selects a model portfolio. Financial planning services range from broad-based to single-subject planning, with a written plan delivered to help clients achieve their financial goals. Clients are not obligated to act on recommendations or implement the plan through Onus Financial.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Alternatively, the fee for portfolio management services can be fixed and ranges from $100 to $200 monthly and $1,200 to $2,400 annually. Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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