Overview
- Headquarters
- Beachwood, OH
- Total Firm Assets
- $7.7 billion
- Average High-Net-Worth Client Portfolio Size
- $2.3 million
Fee Disclosure
Source: ONE SEVEN DISCLOSURE BROCHURE (2026-04-22)
· View brochure text
Latest filing: WRAP FEE PROGRAM BROCHURE (2026-04-22)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $20,000 | 2.00% |
| $5 million | $100,000 | 2.00% |
| $10 million | $200,000 | 2.00% |
| $50 million | $1,000,000 | 2.00% |
| $100 million | $2,000,000 | 2.00% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 55.98%
- Number of High-Net-Worth Clients
- 1,908
- Total Client Accounts
- 26,700
- Discretionary Accounts
- 26,562
- Non-Discretionary Accounts
- 138
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 283087
- ONE SEVEN DISCLOSURE BROCHURE (2026-04-22) (fee schedule source) · View brochure text
- WRAP FEE PROGRAM BROCHURE (2026-04-22) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗