Assets Under Management
$140.0M
Number of Clients
170
Number of Advisors
2
Average Client AUM
$824K
AUM per Advisor
$70.0M
Compensation
Fee-Only (AUM)
OneSource Wealth Management offers customized investment advisory solutions through personal client contact and discretionary investment management. They work with clients to identify investment goals, risk tolerance, and financial situations to create a portfolio strategy using diversified mutual funds, ETFs, and individual securities. They also offer retirement plan consulting services to employer plan sponsors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable at the discretion of the Advisor.
4080 Cavitt Stallman Road, Suite 200, Granite Bay, CA, 95746