Investment Management
We believe in separating the emotions from investing. Because we are data-driven, we follow investment principles that are backed by data and science. Read more about our Investment Strategy.
- Investment Management Fee
- 0.79% up to first $250,000
- 0.59% on assets between $250,000 to $1 million
- 0.4% on assets between $1-5 million
- 0.3% on assets above $5 million
- *No Account Minimums
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.
Customized Financial Planning Solutions
All options include access to a CERTIFIED FINANCIAL PLANNER™ Professional
Comprehensive 1-on-1 Financial Planning (On-going)
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.
- $200 /month
- Best Suited for…
- Single individuals
- Single Income
- Homeowners
- Supporting dependents
- Want to include investment management services?
First $250,000 of assets managed for free.
- $275 /month
- Best suited for…
- Couples
- Multi-income
- Homeowners
- Supporting dependents
- Want to include investment management services?
First $250,000 of assets managed for free.
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 $250,000 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 fees above.
*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.
Hourly – $250/hr
Need an expert set of eyes, but don’t need ongoing services? Then the hourly option may be the best option.
- Financial Health-check: Receive feedback on your current situation
- Need to know whether your current advisor is doing what’s best for you? Are the fees too high?
- Need a second opinion?
- Would you like to have an expert review and analyze your current investment portfolio for opportunities or risks?
Project-Based Work – Starting at $500 and based on complexity
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?
- Projects may involve some data gathering, review, and analysis by the advisor
- Often include multiple sessions or follow-up
*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
