One Financial Design manages investment portfolios and offers personalized financial planning for individuals and families. The firm creates custom investment strategies based on each client's specific goals, risk tolerance, and tax situation, using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. In addition to portfolio management, One Financial Design provides ongoing and project-based financial planning covering retirement, cash flow and debt management, college savings, employee benefits, estate planning, insurance, and tax strategies. The firm operates on a fee-only basis, meaning compensation comes solely from client fees rather than commissions on products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Percentage-based fees range from 0.5% to 1.5% of assets under management. Alternatively, clients may pay a flat fee between $500 and $20,000 (not to exceed 2% of assets). Fees are negotiable.
