One Day Wealth manages investment portfolios based on individual client needs and goals. They also offer comprehensive financial planning, which includes creating a detailed plan covering areas like retirement, insurance, investments, and estate planning. One Day Wealth also provides personal finance presentations and retirement plan consulting for businesses.
Assets Under Management$34M
Clients46
Advisors2
Avg. per Client$740K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
For those who have less than $250,000 of investable assets with One Day Wealth, they may be subject to a 1.25% management fee on the first $250,000 of assets under management. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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