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
Merrick, NY
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 ActivitiesSells Insurance
Andrew sells fixed insurance products, life insurance, and disability insurance products, dedicating minimal time to this activity. He also provides investment advisory services through Bleakley Financial Group, spending well over full-time hours on this endeavor, and is part owner of Dressler, Rosman and Reynolds Accountants and Advisors, LLC, spending about 10-20% of his time there.