Pricing – One Brick Planning

Financial Foundation Service

We believe that a financial plan is a backbone for good financial decisions. It also allows us to review not only your financial information but gives us insights into your goals and aspirations. A plan may include but is not limited to the following topics:

Understanding Goals & Financial Vision

Reviewing your investment portfolio and asset allocation

Risk Management

Retirement/Income Planning

College and Education Planning

Tax Strategy

Employer Benefits

Estate Planning

Proper Cash Flow Management

Cost: Plans we have done for clients range from $1,600 up to $5,000 if the complexity warrants it. Half of the planning cost is due at the time of engagement with the remaining being due when the plan is presented.

Wealth Management (Flagship Offering)

Wealth management is a comprehensive service focused on taking a holistic look at your financial picture. We break wealth management into three core tenants:

Portfolio management– Involves constructing and overseeing your collection of investments. We strive to tailor a portfolio that fits your risk tolerance, time horizon and financial objectives.

Financial Planning – Providing comprehensive financial planning services to help you map out your short-term and long-term financial objectives and create plans to achieve those goals.

Tax/Tax Planning – Offering tax planning and tax optimization strategies to help you minimize their tax liabilities and maximize your after-tax returns on investments and income.

*OBW requires an annual minimum fee of $3,000 for Comprehensive Wealth Mangagement.
Assets Under Management	Annual Advisory Fee
Up to $300,000	$3,000
Up to $500,000	$4,000
Up to $1,000,000	$6,000
Up to $1,500,000	$8,000
Up to $2,000,000	$10,000
Up to $2,500,000	$12,000
Up to $3,000,000	$14,000
per additional $1,000,000 (or customized quote)	+$3,000

For a sample of the client experience please click the button below!

Sample Client Experience

Investment Management

Applies to investment management only services.

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Assets Under Management	Fee %
less than or equal to 500k	.95%
next 500,000	.80%
next 1M	.65%
next 2M	.50%
next 2M	.35%
next 4M	.25%
assets in excess of $10 Million	.20%

Financial Foundation Service

Wealth Management (Flagship Offering)

Investment Management

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Getting Started