Onyx Wealth Management provides personalized investment management and financial planning services for individuals, families, trusts, and small businesses. Onyx Wealth Management builds customized investment portfolios using fundamental analysis and modern portfolio theory, while taking into account each client's specific goals, risk tolerance, and time horizon. In addition to managing investments, Onyx Wealth Management offers comprehensive financial planning covering retirement, taxes, insurance, estate planning, and cash flow analysis. Clients with $500,000 or more invested receive ongoing financial planning at no additional charge. Onyx Wealth Management operates as an independent firm with a focus on holistic wealth management, helping clients navigate complex financial decisions and coordinate with other professionals such as tax preparers and estate attorneys.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
Fees are negotiable.
