One Capital Management (OCM) provides personalized wealth management investment and planning services. OCM creates an Investment Policy Statement to guide investment decisions, and can customize portfolios or use model portfolios. OCM also offers sub-advisory services, retirement plan solutions for businesses, and general advisory services to retirement plans and plan participants. OCM does not provide legal or tax advice.
Assets Under Management$7B
Clients3,435
Advisors65
Avg. per Client$2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client. No additional investment management fee will be charged on client assets invested in affiliated products.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
65 Advisors at this firm
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