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.
This service is charged in the form of a subscription that ranges based on the complexity of the engagement. Generally, our clients fall under one of the above categories. If you don’t feel you fall into either bucket, 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 Investment Management services for more information on pricing.
*Both comprehensive plans have an up-front fee of $750 to cover the extra time required to develop the initial plan. 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 on-going relationship with the advisor. In this situation, the up-front fee for comprehensive planning may be waived