One Under Wealth Management (OUWM) is a registered investment advisor offering investment advisory services to individuals and high net worth individuals. OUWM reviews client investment objectives, recommends asset allocation strategies, and prepares written investment strategies. Financial planning consulting is included as part of the asset management services. OUWM engages Savant Wealth Management as a sub-advisor for portfolio management and trading.
Assets Under Management$16M
Clients5
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees may be negotiable. Savant Wealth Management’s fees are included in Advisor’s total fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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