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
May 2008Other Business ActivitiesSells Insurance
Nicholas works full-time as a financial advisor at Onyx Bridge Wealth Group since 2022. He also works as an agent selling fixed/traditional insurance products since 2009, dedicating a few hours per week, and serves as a trustee on an investment account for his brother-in-law, spending minimal time on this.