1.00% up to the first $1 million
0.85% on assets between $1M & $2.5M
0.75% on assets between $2.5M & $5M
0.50% on assets between $5M & $10M
0.25% on assets between $10M & $25M
0.15% on assets above $25 million
Assets under management of One Day Wealth are typically held at either Charles Schwab Institutional, SEI Private Trust, or Altruist Corp. One Day Wealth does not hold custody of the assets.
Investment advisory services are offered through a strategic partnership with Columbia Advisory Partners, an SEC-registered investment advisor.
Clients who have at least $750,000 of investable assets with One Day Wealth may qualify for our comprehensive financial planning services at no additional cost. We also offer financial planning services for those who are building their wealth and don’t meet this threshold.
Depending on the custodian that is most suitable for the client's goals, there may be an additional platform fee ranging from 0.05-0.15%.
Establish your own relationship with a CFP® who will get to know you and your unique situation. They will work with you to design a financial life plan using the process mentioned in the financial planning journey above. Because you’ll have a continuous relationship with someone who knows YOU, you won’t have to start from scratch every time you need some guidance or assistance.
Service Includes...
Additional Info: This service is charged in the form of a subscription that ranges based on your determined net worth. Since we are confident our ability to deliver true value, there is no required length of contract. We want to earn your business and provide you with the value you deserve. If you would like to know your personalized rate, please Contact Us.
Do you have more than $500,000 worth of investable assets that you’d like us to manage for you? If so, you may qualify to receive our comprehensive financial planning services at no additional cost. Simply refer to our Wealth Management services for more information on pricing.
*Depending on your payment plan, there may be an up-front fee to cover the first 90-days. There are situations where this fee may be waived or reduced.
For those not yet ready to establish an ongoing relationship with a Certified Financial Planner™ but still want professional guidance around what they can do NOW to optimize their finances. Your dedicated CFP® will work with you to design a financial life plan that you can execute today.
Service Includes...
While we are able to do our best work with people looking to establish a long-term relationship, we understand that you may not be at a place financially where you can make that commitment. We are able to offer short-term packages that can be tailored to your specific needs. This may be through hourly consulting or a flat fee that's based on complexity and an anticipated time spent. Please inquire with us directly as we are only able to offer these services on a limited basis and may have a current waiting period to ensure that we continue to provide our ongoing clients with an industry-leading level of service.
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