Asset One Wealth Management provides investment advisory services including financial planning and investment management. Asset One manages investment portfolios on a discretionary basis, allocating client assets among individual stocks and bonds, exchange-traded funds (ETFs), mutual funds, and independent managers. For clients with at least $2 million in assets under management, Asset One also offers family office services at no additional charge, including tax strategy, legal coordination, investment oversight, cash flow management, and intergenerational planning.
Assets Under Management$980M
Clients1,173
Advisors13
Avg. per Client$840K
Avg. per Advisor$76M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual fee will not exceed 1.75%. Asset One may charge clients different fees for assets advised by Asset One that are held away from the primary custodian.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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