One + One Wealth Management is a registered investment advisor providing investment advice and portfolio management. They offer both discretionary and non-discretionary portfolio management services tailored to individual client needs. Financial planning is included at no additional cost for portfolio management clients. They may also recommend third-party money managers. One + One Wealth Management uses various methods of analysis, including technical, fundamental, and cyclical analysis, and may invest in a range of securities, including stocks, bonds, mutual funds, and alternative investments.
Assets Under Management$380M
Clients251
Advisors5
Avg. per Client$1.5M
Avg. per Advisor$77M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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