Alan Neal Tocman

Onyx Bridge Wealth Group LLC

21 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 (1)

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