Onyx Financial Advisors, LLC
Assets Under Management
$426.8M
Number of Clients
247
Number of Advisors
6
Average Client AUM
$1.7M
AUM per Advisor
$71.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Onyx Financial Advisors, LLC offers personalized financial planning and investment management services. Advice covers financial objectives, problem identification, cash flow, tax, insurance, investments, education, retirement, and estate planning. They are a fee-only firm and do not sell commissioned products.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fee Estimator
Wealth management fees are 1.00% per year on the first $1,000,000 and 0.50% on assets above $1,000,000. The minimum annual wealth management fee is $5,000. Financial planning fees range from $1,000 to $5,000, depending on complexity. These fees may be negotiable. Investment management fees for ERISA plans are 1.00% on the first $1,000,000 and 0.50% on assets above $1,000,000, with a $2,500 minimum. Retirement plan services fees for ERISA plans are 0.50% on the first $5,000,000 and 0.25% on assets above $5,000,000, with a $2,500 minimum.
Areas of Practice
Location
2400 E. 25th Street, Idaho Falls, ID, 83404