One Wealth Advisors LLC (“One Wealth Advisors”) is an SEC-registered investment advisor located in the state of California. One Wealth Advisors and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisors by those states in which One Wealth Advisors maintains clients. One Wealth Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The One Wealth Advisors website is limited to the dissemination of general information pertaining to its Advisors’ services, together with access to additional investment-related information, publications and links. Accordingly, the publication of the One Wealth Advisors website on the Internet should not be construed by any consumer and/or prospective client as One Wealth Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by One Wealth Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of One Wealth Advisors, please contact the SEC or the state securities regulators for those states in which One Wealth Advisors maintains a notice filing. A copy of One Wealth Advisors’ current written disclosure statement discussing One Wealth Advisors’ business operations, services and fees is available from One Wealth Advisors upon written request. One Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to the One Wealth Advisors website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
Fidelity Investments is an independent company, unaffiliated with One Wealth Advisors. Fidelity Investments is a service provider to One Wealth Advisors. There is no form of legal partnership, agency affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by One Wealth Advisors and does not guarantee, or assume any responsibility for, its content. Fidelity Investments and Fidelity Institutional Wealth Services are registered service marks of FMR LLC. Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by One Wealth Advisors), will be profitable or equal any historical performance level(s).
Certain portions of the One Wealth Advisors website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, One Wealth Advisors’ (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from One Wealth Advisors or from any other investment professional. One Wealth Advisors is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if One Wealth Advisors is engaged, or continues to be engaged, to provide investment Advisor services, nor should it be construed as a current or past endorsement of One Wealth Advisors by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the One Wealth Advisors website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from One Wealth Advisors, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to the One Wealth Advisors website, to release and hold harmless One Wealth Advisors, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from One Wealth Advisors.
This website is provided for informational purposes only. Investing involves risk and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. No portion of any statement included herein is to be construed as a solicitation to buy or sell a security or the rendering of personalized investment advice over the Internet. One Wealth Advisors is an SEC registered investment advisor that maintains a principal place of business in the State of California. The firm may transact business only in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about One Wealth Advisors registration status and business operations, please consult the Firm’s Form ADV disclosure documents, available upon request.