FEES AND ENGAGEMENTS

At One Wealth Investors we want our clients to clearly understand all of the fees and expenses associated with portfolio management in a simple and transparent manner.

First and foremost, we are fiduciaries. This means we are legally obligated to act in your best interest, every time, all the time. We provide this fiduciary level of advice and care, while receiving the same compensation, regardless of the type of investments we recommend and implement within your financial plan and portfolio. (Note: insurance products are offered through One Wealth Insurance Brokerage Services, LLC. and receive commission compensation which is separate and distinct from advisory services and advisory fees)

Within our strategies and within the management of your portfolios, we utilize individual securities, mutual funds, exchange traded funds, and independent third party money managers. Any underlying expenses associated with these instruments are paid directly to the company offering those financial vehicles as outlined in their prospectus, or if not by prospectus then listed in the link here. These expenses range from (0.03% to 0.96%,) and are similar to what investors would have paid if they self-directed/managed their own investment portfolio, using the same options. 

At One Wealth Investors, we are compensated for our advice, ideas, and portfolio management strategies through a fixed flat percentage of the assets we manage called an advisory fee. We collect these advisory fees on a monthly basis, withdrawn from the cash portion of our client’s brokerage account. This includes advice on financial planning, asset allocation, tax ideas, when it could make sense to take more risk, or less risk, or perhaps even no risk, portfolio and asset management services to name a few.