Advisor at One Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
One Capital Management, LLC
Location
Westlake Village, CA 91361
Credentials
Series 63, Series 65
Industry experience
37 years
Wealth Management Planning Services starting at $4,000 fixed fee, negotiable based on service scope.
$0 - $1,000,000: 1.95% $1,000,001 - $2,000,000: 1.65% $2,000,001 - $5,000,000: 1.35% $5,000,001 - $10,000,000: 1.15% $10,000,001+: 1.00%
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate and in addition to advisory fees.
Advisory Consulting Services charged at $500 per hour, negotiable depending on scope and complexity.
Account minimum: $500,000 minimum (generally required, but can be waived at discretion)
One Capital Management
2021 - Present (5 years)
Nations Financial Group, Inc
2003 - 2021 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
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Independent Financial partners
Series 63, Series 66
Sabetha, KS
Edward Jones
CFP®, Series 66
Hiawatha, KS
Edward Jones
Series 63, Series 65
Centralia, KS
Thrivent Investment Management
Series 63, Series 66
Hiawatha, KS
LPL Financial
Series 63, Series 65
Hiawatha, KS
LPL Financial
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