One Stop Advisor is a registered investment advisor based in Lancaster, Pennsylvania, offering a range of financial services including investment management, comprehensive and modular financial planning, tax return preparation, and insurance products such as annuities and long-term care insurance. The firm manages investment portfolios using globally diversified asset classes tailored to each client's risk tolerance and financial goals. For investment management, One Stop Advisor uses a tiered fee schedule based on the value of managed assets. In addition to investment and planning services, certain professionals at the firm may act as licensed insurance agents and receive commissions for insurance and annuity sales, creating potential conflicts of interest that the firm mitigates by putting client interests first and disclosing compensation arrangements. One Stop Advisor works with individuals, high-net-worth clients, trusts, estates, and business entities, utilizing qualified custodians like Altruist Financial to hold client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are calculated quarterly in arrears based on account value on the last day of the previous quarter. Fees may be negotiable in certain circumstances.