Assets under management of One Day Wealth are held at either Charles Schwab Institutional or TD Ameritrade Institutional. One Day Wealth does not hold custody of the assets.
For clients who have at least $250,000 of investable assets with One Day Wealth, they qualify for our comprehensive financial planning services at no additional cost.
For clients who have less than $100,000 of investable assets with One Day Wealth, a $150 account set-up fee may be charged. This may be waived under certain circumstances.