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
377 E Butterfield Rd, Ste 400, Lombard, IL, 60148
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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