OneWelth provides investment advice and manages portfolios for individuals, corporations, and other business entities. OneWelth offers services such as portfolio management, selection of third-party investment advisors, family office services, and SPV consulting. OneWelth tailors its investment advice to meet each client's needs and investment objectives. OneWelth also offers family office services designed to help families coordinate their multiple forms of capital.
Fee Structure
OneWelth charges an annual fee of up to 2.00% of the value of your portfolio for investment management. This fee can vary based on the amount of assets, the range of investments, and the complexity of your financial situation. OneWelth may also monitor non-managed accounts for a fee of up to 0.50% of the account's value. Fees are payable quarterly, in advance.