0.79% up to first $500,000
0.59% on assets between $500,000 to $1 million
0.4% on assets between $1-5 million
0.3% on assets above $5 million
Assets under management of One Day Wealth are held at either Charles Schwab Institutional, TD Ameritrade Institutional, or Altruist Corp. One Day Wealth does not hold custody of the assets.
For clients who have at least $500,000 of investable assets with One Day Wealth, they 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.
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.
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 will 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.
Need an expert set of eyes, but don’t need ongoing services? Then the hourly option may be the best option.
Do you think that you may need a few sessions with an advisor but don’t think you are ready for an on-going engagement?
*Upon completion of the project, the client may choose to maintain an on-going relationship with the advisor. In these cases, the client may receive transferrable credits toward the purchase of these additional services that are based on the cost of the initial project.