One Wealth Management helps clients build, grow, manage, and protect their wealth. They specialize in investment for financial independence, including retirement investing and income replacement strategies. One Wealth tailors its services to meet specific client needs. They manage investments on a discretionary or non-discretionary basis, allocating assets among mutual funds, exchange-traded funds, alternatives, cash, and individual debt and equity securities.
Fee Structure
One Wealth Management charges an annual fee based on a percentage of the assets they manage. The exact fee is agreed upon in advance and may be negotiable. The fee is billed monthly based on the average daily balance of your account. One Wealth may use third-party investment advisors, and the total fee, including the third-party advisor's fee, will not exceed 2.00%.