iOne Capital Management provides investment advice and manages portfolios for individuals and high net worth individuals. They tailor their advice to each client's needs and investment goals. iOne Capital Management may invest client assets according to model portfolios with varying degrees of risk tolerance. They offer advice on equity securities, government securities, options, futures, and ETFs.
Fee Structure
iOne Capital Management charges an annual fee for managing your investments, ranging from 1% to 2% of the market value of your portfolio. The specific fee depends on the size of your portfolio, the complexity of the services, and the level of administration you require. The fee is billed in advance, based on the balance at the end of the billing period. This fee is negotiable.