ONE XVI Wealth provides investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's goals and risk tolerance. Financial planning includes evaluating a client's financial situation and creating a plan to achieve their goals, covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. ONE XVI Wealth may recommend third-party professionals, but clients are not obligated to use them.
Assets Under Management$53M
Clients63
Advisors1
Avg. per Client$840K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual advisory fee is up to 1.50% of all assets under management and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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