Onesource Wealth Management
Assets Under Management
$140.0M
Number of Clients
170
Number of Advisors
2
Average Client AUM
$824K
AUM per Advisor
$70.0M
Compensation
Fee-Only (AUM)
About This Firm
OneSource Wealth Management offers customized investment advisory solutions through continuous client contact and discretionary investment management. They work with clients to identify investment goals, risk tolerance, and financial situations to create a portfolio strategy using diversified mutual funds, ETFs, and individual securities. They also provide financial planning and consulting services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Investment advisory fees range from 0.50% to 2.00% annually based on the amount of assets managed and the complexity of the client relationship. Fees are calculated either quarterly in arrears or quarterly in advance. The minimum account size is $100,000, but this may be negotiable. Clients also incur transaction fees charged by their chosen custodian.
Areas of Practice
Location
4080 Cavitt Stallman Road, Suite 200, Granite Bay, CA, 95746