Bernard Karl Semon

Oneseven

27 Years of Experience

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Firm Information

Oneseven

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

105 advisors

Number of Clients

5,456 clients

Average Client Portfolio

$889K average

Assets Under Management

$4.8B

Fee Structure

Financial Plan Fee:$100 - $25,000

Hourly Rate:$100 - $500/hr

Investment management fees range from 0.05% to 2.00% annually, depending on the size and complexity of the client relationship. Financial planning is offered on an hourly basis ($100-$500/hour) or fixed fee basis ($100-$25,000 per billing period). Fees are negotiable. Clients using SMArtX also pay a platform fee.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

210 N. Stanton St, Ste. 3, El Paso, TX, 79901

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Regulatory History (3)

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