Elizabeth Brotz is a registered investment advisor at One Wealth Advisors, LLC, based in Sheboygan, WI, with 4 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 434 clients with $1.3B in assets under management.
Compensation
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Fee Structure
One Wealth charges an annual investment advisory fee based on the value of your portfolio, up to 1.50%. The fee covers tax preparation services through a third party for certain clients. A minimum fee of up to $10,000 may be required, but can be reduced or waived. Fees are negotiable. If One Wealth uses Betterment Institutional, a robo-advisor, you will be charged an additional asset-based fee by Betterment of up to 1.00% annually.
Location
Sheboygan, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
One Wealth Advisors, LLC
State Registrations2 states
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