One Capital Management, LLC
Assets Under Management
$7.0B
Number of Clients
3,435
Number of Advisors
54
Average Client AUM
$2.0M
AUM per Advisor
$129.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
One Capital Management, LLC provides wealth management investment and planning services, sub-advisory services, retirement plan solutions, and advisory consulting services. Services are tailored to individual client needs, objectives, and risk tolerance. They manage assets on a discretionary basis and offer financial planning to help clients achieve their goals.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client. Minimum account size of $500,000 may be waived.
Fee Estimator
For wealth management investment services, fees are based on a percentage of assets managed (see table). For wealth management planning services, fees start at $4,000 on a fixed fee basis. Sub-advisory services range from 0.20% to 1.00% annually. Advisory consulting services are offered at $500 per hour. Cash management services have a $1,000 annual fee, waived for investment management clients. A minimum of $500,000 is generally required to open and maintain an investment advisory account, but this can be waived.
Areas of Practice
Location
3075 Townsgate Road, Suite 350, Westlake Village, CA, 91361