One Financial Design (OFD) provides investment management and financial planning services. OFD develops investment plans based on clients' goals and risk tolerance, primarily investing in stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. OFD also offers financial consulting services to businesses as an employee benefit.
Fee Structure
One Financial Design's investment management fee is either a percentage of your portfolio or a flat dollar amount, depending on your situation. If paying a flat dollar fee, it will be between $500 and $20,000 per year, not exceeding 2% of your portfolio. If paying a percentage, the fee will be between 0.5% and 1.5% of your portfolio. Fees may be negotiable. The fee includes the cost of any outside managers used.
