Assets under management of One Day Wealth are held at TD Ameritrade Institutional. One Day Wealth does not hold custody of the assets.
For clients who have at least $300,000 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.