Onyx Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Onyx Wealth Management provides discretionary asset management, ongoing financial planning, and standalone financial planning and consulting to individuals, high‑net‑worth clients, trusts, non‑profits, small businesses and estates. Services include portfolio construction and monitoring as well as regular planning reviews that address cash flow, insurance, retirement, tax and legacy matters.
The firm’s investment approach combines fundamental security analysis with modern portfolio theory to construct diversified portfolios and uses discretionary trading authority to implement and rebalance accounts, with account reviews at least quarterly and planning meetings at least twice a year. Onyx requires use of a particular custodial platform that supplies integrated account and trading tools, and it processes fee deductions and uses third‑party standing letters of authorization as part of its operational practices.
Noteworthy features relative to many peers include a recently established practice with a small client base and modest assets under management, and a policy of providing complimentary ongoing financial planning for clients who meet an internal asset threshold. The firm does not vote client proxies (clients receive proxies directly from custodians and may request assistance), discloses potential soft‑dollar benefits associated with its custodian relationship, and maintains a formal Code of Ethics and periodic personal‑trading and supervisory reviews.
Client services
Expertise
Fee options
Ongoing financial planning initial fee: $1,000; quarterly fee: $750 per quarter (waived for clients with $500,000+ AUM); Financial planning and consulting fees negotiable between $250 and $10,000 depending on complexity
$0 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.85% $5,000,000 - $9,999,999: 0.70% $10,000,000 - $14,999,999: 0.55% $15,000,000 - $19,999,999: 0.45% $20,000,000+: 0.40%
Main office
2530 Meridian Parkway, Suite 300
Durham NC 27713
Advisors at this office
1
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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