One Day Wealth Management manages investment portfolios and provides personalized financial planning for individuals and high-net-worth clients. One Day Wealth Management builds customized portfolios primarily using mutual funds and exchange-traded funds, following modern portfolio theory and long-term investment strategies. The firm tailors its services to each client's specific goals, time horizon, and risk tolerance, and also provides tax preparation services for an additional fee. One Day Wealth Management operates as a registered investment advisor legally required to act in your best interest.
Assets Under Management$28M
Clients29
Advisors1
Avg. per Client$970K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are generally negotiable. Financial planning is included at no extra cost.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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