Linn Wealth Capital Management, LLC

One Wealth Management Investment and Advisory Services, LLC is a registered investment adviser founded in 2017, offering a broad range of investment advisory services primarily to individuals and retirement trusts. They provide financial planning services covering various areas such as investment, retirement, education savings, and insurance planning. The firm's investment management approach is long-term focused, utilizing fundamental analysis to create strategic asset allocations based on clients' objectives and risk tolerance. Clients may have discretionary or non-discretionary asset management services, with a minimum account value of $1,000,000. The firm acts as a fiduciary for retirement accounts, ensuring advice is in clients' best interests. Adviser's fees for asset management services range from 0.40% to 1.50% annually, with additional fees for private investments. Clients may also receive financial planning services for a fixed fee or hourly rate. Adviser does not accept performance-based fees and does not have custody of client funds unless authorized. The firm does not participate in wrap fee programs and does not accept compensation for the sale of securities. Clients are encouraged to perform due diligence on the firm and its representatives.