One Stop Advisor provides investment management, financial planning, tax return preparation, and insurance and annuities services. For investment management, they create custom-tailored portfolios based on your individual needs and goals. Financial planning services include comprehensive and modular options, covering areas like retirement, education, and estate planning. They also offer tax return preparation and insurance/annuities sales.
Assets Under Management$500K
Clients6
Advisors1
Avg. per Client$83K
Avg. per Advisor$500K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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