$573.7K Total AUM
$573.7K Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-21-2022
- Office Locations
- 1
Office Locations
-- Lancaster PA
About ONE Stop Advisor LLC
One Stop Advisor LLC is a fee-based fiduciary firm providing one-stop financial solutions for individuals across life stages, including financial planning, discretionary investment management, annuities, insurance/long-term care guidance, and tax preparation. Portfolios may be implemented with ETFs and fixed income, with custody through Altruist.
Team overview
-- AVG AGE
$573.7K AVG AUM / ADVISOR
$63.7K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
B
Baizhou Chen
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #7570311
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $573,700 | -- |
| Non-Discretionary | $0 | -- |
| Total | $573,700 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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