One Source Health & Wealth Management
One Source Health & Wealth Management (CRD# 194511) is a financial advisory firm headquartered in Folsom, CA. They manage $14,000,000 in 86 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts86ACCOUNTS
Average Account Value$162,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Edward Outland (CRD# 4109502) is an Investment Advisor Representative working at One Source Health & Wealth Management in Folsom, CA and has over 16 years of experience in the finance industry.