Collin David Brown

Bleakley Financial Group, LLC

2 Years of Experience

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Firm Information

Bleakley Financial Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

84 advisors

Number of Clients

6,850 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$10.1B

Fee Structure

Minimum Investment:None

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.

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Advisor Information

Office location

300 Kimball Drive, Suite 310, Parsippany, NJ, 07054

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Regulatory History (1)

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