One Wild Life Advisors provides ongoing financial planning and investment management services, bundled into a fixed annual fee. They also offer project-based financial planning for specific needs. For investment management, they create personalized plans based on your goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. They may recommend third-party managers. Certain legacy clients may continue to receive separate investment management services based upon a percentage of assets under management.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
This fee schedule applies only to certain legacy clients. All other clients receive bundled ongoing financial planning and investment management services for a fixed annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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