Oneseven
Assets Under Management
$4.8B
Number of Clients
5,456
Number of Advisors
105
Average Client AUM
$889K
AUM per Advisor
$46.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
OneSeven provides discretionary investment management using mutual funds, ETFs, stocks, and bonds. They may use independent managers and the SMArtX platform. Financial planning services are also offered on an hourly or fixed-fee basis. They assist with pledged borrowing and may offer private placements to accredited investors.
Fee Structure
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.
Areas of Practice
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122