One Brick Capital offers personalized financial planning, investment management, and consulting services to individuals, pension plans, trusts, estates, charities, and small businesses. Services include financial planning, investment management through a wrap fee program, and business consulting. One Brick Capital works with clients to understand their financial objectives, liquidity needs, time horizon, and risk tolerance to implement a customized strategy.
Assets Under Management$44M
Clients68
Advisors1
Avg. per Client$650K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.05% |
| $2.0M - $4.5M | 0.85% |
| $4.5M - $9.0M | 0.65% |
| $9M+ | 0.65% |
Management fees for households with more than $9,000,000 will be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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