OneSeven provides investment management services, primarily using mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. They also offer financial planning services, including retirement planning, insurance needs analysis, and education savings. OneSeven may recommend unaffiliated money managers or investment platforms. They also assist clients with pledged borrowing and private placements.
Fee Structure
OneSeven's investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship and the services provided. Fees are paid quarterly or monthly in advance, except for former MGOIA clients who pay in arrears. Certain accounts may be charged additional fees of up to 0.5% for services not covered under the typical portfolio management arrangement, such as financial planning or working with other professionals. Fees are negotiable.