Onyx Financial Advisors, LLC

Assets Under Management

$426.8M

Number of Clients

247

Number of Advisors

6

Average Client AUM

$1.7M

AUM per Advisor

$71.1M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Onyx Financial Advisors, LLC offers personalized financial planning and investment management. Advice includes financial objectives, problem identification, cash flow, tax, insurance, investment, education, retirement, and estate planning. They are a fee-only firm and do not sell commissioned products.

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1M+0.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningEducation PlanningHigh Net Worth
Loading...
Location

2400 E. 25th Street, Idaho Falls, ID, 83404

6 Advisors at this firm

Onyx Financial Advisors, Llc | TrueAdvisor