Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OnePoint BFG charges an annual investment advisory fee based on a percentage of assets managed, up to a maximum of 2.00%. Fees are negotiable and can be structured as a fixed percentage or tiered schedule. Clients may also incur fees from custodian-sponsored programs, third-party investment managers, and proprietary investment strategies. Retirement plan consulting fees are based on a percentage of plan assets (up to 1.50% annually) or a flat rate. Financial planning and consulting fees are negotiable on a flat fee, hourly, or asset-based basis.
Areas of Practice
Advisor Information
Office location
2000 Westchester Ave, (Home Office), Purchase, NY, 10577
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Carlos serves as a FINRA arbitrator since December 2022, dedicating minimal time to this labor or service activity.