Onyx Financial Advisors offers personalized financial planning and investment management. Their services include helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Onyx is a fee-only firm, meaning they don't sell products for commissions.
Assets Under Management$510M
Clients272
Advisors7
Avg. per Client$1.9M
Avg. per Advisor$72M
www.onyxfinancial.com ·www.linkedin.com/company/onyx-financial-advisors ·www.facebook.com/onyxfinancial
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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