One Price Portfolio, a newly-formed independent wealth management firm, has entered into the investment management marketplace.
Formed as a division of Wealth Partners, One Price Portfolio will enhance its investment advisory offering by utilizing a capped fee schedule.
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One Price Portfolio’s founder, Phil Wood, has 25 years of experience in the investment advisory industry. After years of working with clients using traditional fee schedules,
Wood said: "After 25 years of following the industry norm, I wanted to offer investors an alternative and, in my opinion, fairer way to pay for investment management services. With much thought and planning, One Price Portfolio is our answer to address that goal.
"At the same time, we want to bring as much transparency to the process as possible. Our new, complimentary Fee Analysis Service will help investors understand what they are currently paying in management fees," Wood added.
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