Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees are detailed in the Wrap Fee Program Brochure. Financial planning and consulting are charged hourly (up to $500/hour) or flat fee (up to $10,000), based on complexity. Retirement plan consulting fees are based on a percentage of plan assets (up to 1.00%) or a flat fee (up to $100,000) if the client has $2,500,000 or greater in AUM with the firm. Clients may also be subject to fees imposed by the DAF sponsor or Schwab for trustee services.
Areas of Practice
Advisor Information
Office location
120 White Plains Road, Suite 115, Tarrytown, NY, 10591
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Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Jason is a financial advisor at Onyx Bridge Wealth Group, dedicating full-time hours to managing client accounts and investment research. He also works as an agent for PKS Financial and Fixed Insurance, selling fixed/traditional insurance products, life insurance, and annuities, dedicating a few hours per week to each.