OneAdvocate Financial is a registered investment advisor based in Indianapolis, Indiana, wholly owned by Jay Steger. Founded in March 2026, the firm provides personalized investment advisory services, including reviewing client investment objectives, recommending asset allocation strategies across cash, stocks, mutual funds, bonds, and annuities, and preparing written investment strategies. OneAdvocate Financial offers both discretionary and non-discretionary investment management services through managed account programs for individuals, high net worth individuals, and corporations. In addition to portfolio management, the firm provides financial planning consulting covering risk assessment, investment planning, estate planning, and financial organization. The firm also offers company-sponsored retirement plan consulting services, including plan design, investment lineup selection, monitoring, and employee education.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Maximum annual fees range from 0.50% for non-discretionary strategies up to 0.90% for discretionary strategies. Fees are negotiable and charged quarterly in arrears. Clients also pay a $40 monthly planning fee.