Onyx Wealth Management offers investment management where they make investment decisions for you, and financial planning services. Financial planning can be ongoing or for a specific project. They work with individuals, high net worth individuals, trusts, non-profits, small businesses, and estates. Onyx Wealth Management uses fundamental analysis and modern portfolio theory to make investment decisions.
Assets Under Management$6.3M
Clients17
Advisors1
Avg. per Client$370K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $20.0M | 0.45% |
| $20M+ | 0.40% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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