One Wealth Planning manages investment portfolios and provides financial planning services. They work with clients to determine their investment objectives and risk profile, then design a written investment policy. One Wealth uses software to evaluate portfolio designs and monitors client portfolios. They may use passive mutual funds and ETFs, and may include individual equity securities in certain situations. One Wealth also consults with clients on various financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, and insurance analysis.
Assets Under Management$40M
Clients67
Advisors1
Avg. per Client$600K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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