Julia Ponce is a registered investment advisor at One Wealth Map, LLC, based in Sarasota, FL. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 299 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
One Wealth Map offers three levels of investment management services:
- Level 1: Portfolio structure with security selection and rebalancing. Includes one annual meeting (up to two hours; additional time billed hourly).
- Level 2: All Level 1 services, plus tax management of accounts.
- Level 3: Total wealth oversight, including all Level 1 and 2 services, plus a full financial plan with eMoney.
Fees range from 1% to 2.5% per year, depending on the level of service. A minimum of $1 million in assets under management is required, but exceptions may be made for certain clients.
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
One Wealth Map, LLC
State Registrations1 state
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