Daniel James O'shea

Onyx Bridge Wealth Group LLC

27 Years of Experience

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Firm Information

Onyx Bridge Wealth Group LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

22 advisors

Number of Clients

1,654 clients

Average Client Portfolio

$605K average

Assets Under Management

$1.0B

Fee Structure

Financial Plan Fee:Up to $10,000

Hourly Rate:Up to $500/hr

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.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable Giving

Advisor Information

Office location

120 White Plains Road, Suite 115, Tarrytown, NY, 10591

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

November 2000

Customer Dispute

May 2000

Settled

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Other Business ActivitiesSells Insurance

Daniel is an Investment Adviser Representative at Onyx Bridge Wealth Group, dedicating about a quarter of his time to portfolio management. He also works as an agent selling fixed/traditional insurance products through PKS Financial and Fixed Insurance, spending minimal time on each, and is the President of Ardsley Engine Company, a volunteer fire department.