One Wealth Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$270,773,625
Total clients
243
56% high-net worth
Total advisors
6
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
41
Average account size
$1,114,295
Client services
Fee options
Financial planning fixed fees ranging from $10,000 to $100,000, negotiated in advance.
Up to 1.35% annually (negotiable, not to exceed 1.35%)
Up to $250 per hour for financial planning services upon termination if applicable.
Account minimum: $1,000,000 (waivable at firm's discretion) Fee-only: Investment management fees up to 1.35% annually, advisory fees for brokerage customers up to 1.0% annually, consulting fees negotiated per project, financial planning fixed fees from $10,000 to $100,000, hourly rates up to $250/hour for termination billing.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
One Wealth Capital Management, LLC
4900 North Scottsdale Road, Suite 4900
Scottsdale AZ 85251, United States
Number of offices
4
Quick links
Advisors at this firm
Jeremy D
Series 63, Series 65
Scottsdale, AZ
One Wealth Capital Management, LLC
Thomas H
Series 66
Scottsdale, AZ
One Wealth Capital Management, LLC
Michael D
CFA®
Scottsdale, AZ
One Wealth Capital Management, LLC
Brandon T
Series 63, Series 65
El Segundo, CA
One Wealth Capital Management, LLC
Timothy P
CFP®, Series 63, Series 65
Scottsdale, AZ
One Wealth Capital Management, LLC
Ryan C
ChFC®, Series 63
Scottsdale, AZ
One Wealth Capital Management, LLC
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