All One Wealth, LLC offers investment advisory services including comprehensive portfolio management and retirement plan consulting. For portfolio management, All One Wealth works with clients to understand their financial situation, goals, and risk tolerance, then creates a suitable investment approach using various securities. The firm also provides seminars on financial planning topics. As a fiduciary, All One Wealth is legally required to act in the client's best interest.
Assets Under Management$43M
Clients89
Advisors1
Avg. per Client$480K
Avg. per Advisor$43M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | 2.00% |
| $20K - $100K | 1.95% |
| $100K - $300K | 1.85% |
| $300K - $500K | 1.75% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.5M | 1.55% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees negotiable for accounts over $20,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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