Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,435 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$7.0B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.95%
$1.0M - $2.0M1.65%
$2.0M - $5.0M1.35%
$5.0M - $10.0M1.15%
$10M+1.00%

Fees are negotiable and determined for each individual client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

101 Montgomery Street, Suite 2400, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Craig is a director-partner at Genesis Capital Management, LLC, an investment research company. He dedicates minimal time to this role and does not offer advice or research.

Employment History
Current Registrations
One Capital Management, LLC
March 2024 - Present · 1 yr 11 mos
Previous Registrations
J.P. Morgan Securities LLC
March 2024 - March 2024 · 0 mos
J.P. Morgan Securities LLCBroker
September 2023 - March 2024 · 6 mos
J.P. Morgan Private Wealth Advisors LLC
August 2015 - March 2024 · 8 yrs 7 mos
First Republic Securities Company, LLCBroker
August 2015 - September 2023 · 8 yrs 1 mo
Whitehall-Parker Securities, INC.Broker
June 2000 - September 2013 · 13 yrs 3 mos
Portsmouth Financial ServicesBroker
August 1998 - June 2000 · 1 yr 10 mos
Portsmouth Financial ServicesBroker
February 1995 - January 1996 · 11 mos
Hutchinson SecuritiesBroker
January 1995 - August 1998 · 3 yrs 7 mos
Portsmouth Financial ServicesBroker
October 1989 - May 1993 · 3 yrs 7 mos
Hutchinson SecuritiesBroker
July 1987 - October 1989 · 2 yrs 3 mos
Baldwin Capital Partners, a California Limited PartnershipBroker
August 1986 - July 1987 · 11 mos
Sutro & CO. IncorporatedBroker
October 1982 - August 1986 · 3 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Craig Valdes - Financial Advisor | TrueAdvisor