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How does the advisor help clients – Key Takeaways:
ONEWEALTH INVESTMENT MANAGEMENT, LLC is a renowned financial management firm that offers customized and comprehensive financial planning services to its clients. They have a team of highly qualified advisors who are adept at providing individualized solutions that cater to the unique needs of their clients.
Facts and Insights
Here are some key insights about ONEWEALTH INVESTMENT MANAGEMENT, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 Billion | 25 | 10 years |
With an impressive track record of managing $2.5 billion in assets, ONEWEALTH INVESTMENT MANAGEMENT, LLC has established itself as a trusted name in the financial industry. Their team of 25 advisors has an average of 10 years of experience, ensuring that clients receive expert guidance and support in their financial journey.
Financial Services Offered
ONEWEALTH INVESTMENT MANAGEMENT, LLC offers a wide range of financial services that cover every aspect of a client’s financial planning needs. Some of their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
ONEWEALTH INVESTMENT MANAGEMENT, LLC caters to a diverse range of clients, including:
- High-net-worth individuals
- Families and households
- Business owners
- Retirees
Fees & Compensation
ONEWEALTH INVESTMENT MANAGEMENT, LLC follows a fee-only model, which means that they do not earn any commissions from the sale of financial products. Their fees are based on a percentage of the client’s assets under management, ensuring that their interests are aligned with their clients’ success.
Background
ONEWEALTH INVESTMENT MANAGEMENT, LLC was founded in 2009 and is headquartered in New York City. Their team of advisors has extensive experience in the financial industry and holds various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
ONEWEALTH INVESTMENT MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As per SEC regulations, they are required to disclose any potential conflicts of interest or disciplinary actions to their clients. Clients can access this information on their Form ADV, which is available upon request.