One Day Wealth Management offers ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. The firm creates an Investment Policy Statement for each client. Financial planning is also offered, covering areas like investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning. Financial planning is offered at no additional fee.
Assets Under Management$28M
Clients29
Advisors1
Avg. per Client$970K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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