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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...see more
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
Reviews for Onegroup Wealth Partners, Inc.
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