ONEGROUP WEALTH PARTNERS, INC.
Syracuse, New York
Onegroup Wealth Partners, Inc., a small investment advisory firm headquartered in Syracuse, NY, is dedicated to providing comprehensive wealth management services. With a team of six talented professionals, including three experienced investment advisors, they offer personalized financial strategies tailored to meet the unique needs of their clients. The firm manages a substantial portfolio, with an average of $39,330,000 in assets under management per investment advisor.
Onegroup Wealth Partners, Inc. prides itself on its diverse compensation structure, offering clients flexibility in selecting the most suitable arrangement. The...
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Assets Under Mgmt
$37.2M
Investment Professionals
3
Locations
5
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Articles
Articles
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