Onyx Wealth provides investment management and financial planning services. Financial planning includes reviewing financial goals, analyzing cash flow, and making recommendations for asset allocation. Investment management is offered on a discretionary basis, tailoring portfolios to clients' objectives, liquidity needs, risk tolerance, and tax bracket, primarily using Exchange Traded Funds and equities.
Assets Under Management$1M
Clients14
Advisors1
Avg. per Client$72K
Avg. per Advisor$1M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. No fees will exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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