Broker Check

Wealth Management

You’ve worked hard to grow your wealth; at WealthOne we’ll work hard to help you manage it. As a Registered Investment Advisor, WealthOne offers wealth management and financial planning services aimed at providing you with a higher level of service.

The Investment Adviser Representative works in tandem with the client to develop an asset allocation for the portfolio as well as the rebalancing schedule (when the portfolio will be adjusted as needed to help keep pace with market conditions).

The Investment Adviser Representative may select and manage the investments within the portfolio, or may work in conjunction with a third-party investment adviser firm. Whichever approach is utilized, it will be fully disclosed in an advisory agreement that is signed with the client.

Investment advisory relationships are offered on a fee basis (a percentage outlined in the agreement). The investor generally pays a quarterly fee based on the assets in the account. If the account increases in value, the adviser earns more. If it declines in value, the adviser earns less. This may be a cost-effective arrangement for the client who seeks to trade frequently, or for the client who desires a higher level of attention and a specific portfolio management strategy.

Please ask one of our Investment Adviser Representatives for more information about our wealth management services.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.