Bleakley Financial Group, LLC
Assets Under Management
$10.1B
Number of Clients
6,850
Number of Advisors
84
Average Client AUM
$1.5M
AUM per Advisor
$119.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
OnePoint BFG is an investment advisory firm providing customized financial planning and wealth management services. They offer investment advisory services on both discretionary and non-discretionary bases, including wealth management, retirement plan consulting, and financial consulting. They utilize custodian-sponsored programs, third-party investment managers, and proprietary investment strategies.
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
Location
300 Kimball Drive, Suite 310, Parsippany, NJ, 07054