OneSource Wealth Management offers customized investment solutions through personal contact and discretionary investment management. They work with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy using diversified mutual funds, exchange-traded funds, and individual securities. OneSource also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$140M
Clients170
Advisors2
Avg. per Client$820K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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