SOURCE: One Price Portfolio

FiComm Partners

September 24, 2013 09:00 ET

One Price Portfolio Enters the Wealth Management Space; Implements Capped Fee Schedule and Increased Fee Transparency to Help Benefit the Investor

OMAHA, NE--(Marketwired - September 24, 2013) -

  • One Price Portfolio provides professional investment management services with a unique capped fee that could help their clients save on overall investment management expenses without compromising service or performance.
  • Phil Wood, celebrating his 25th year in the financial services industry, launches new wealth management firm for the benefit of fee-conscious investors nationwide.
  • One Price Portfolio is a national, independent wealth management firm.

One Price Portfolio, a newly-formed independent wealth management firm headquartered in Nebraska, today announced its national launch into the investment management marketplace. Formed as a division of Wealth Partners, Inc., One Price Portfolio will enhance its investment advisory offering by utilizing an innovative and unique capped fee schedule.

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 founded One Price Portfolio for the purpose of delivering some of the best financial products and services at the lowest possible cost without compromising service or performance.

"It is my personal belief that the financial services industry has become too confusing and often unfair for the individual investor," said Phil Wood, Founder, President and CEO of One Price Portfolio. "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."

Unique to its industry, One Price Portfolio's management fee will be capped at a certain level, thereby potentially helping investors save on overall investment management expenses. The firm's Fee Analysis Calculator, located on the company's website, is a complimentary tool for investors to determine how much they may be paying in fees for their investments and financial advisor. 

About One Price Portfolio

One Price Portfolio is a national, independent wealth management firm headquartered in Nebraska. The firm is committed to delivering some of the best financial products and services at the lowest possible cost without compromising service or performance. Unique to the industry, the One Price Portfolio solution combines the benefits of professional investment management with a capped fee structure to help investors potentially save on overall investment management expenses. For more information, please email Info@OnePricePortfolio.com or visit www.OnePricePortfolio.com.

Securities and advisory services are offered through SII Investments, Inc., Member FINRA/SIPC and a Registered Investment Advisor. One Price Portfolio is a division of Wealth Partners, Inc. SII Investments, Inc. is not affiliated with One Price Portfolio or Wealth Partners, Inc.

Contact Information