Lyle Weintraub
Lyle Weintraub is a CFP-designated registered investment advisor at Onepoint Bfg Wealth Partners, based in Parsippany, NJ, with 32 years of industry experience. Lyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,903 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OnePoint BFG charges an annual investment advisory fee based on a percentage of the assets managed. The maximum fee is 2.00%, but the specific fee is negotiable. Fees can be charged as a fixed percentage or based on a tiered schedule. Clients are billed quarterly in advance, based on the value of the account on the last business day of the calendar quarter. OnePoint BFG also offers proprietary investment strategies, which have additional management fees ranging from 0.015% to 0.075%.
Location
300 Kimball Drive, Suite 310, Parsippany, NJ, 07054
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Regulatory History (1)
Customer Dispute
July 2002Other Business ActivitiesSells Insurance
Lyle is affiliated with Bleakley Financial Group as a DBA for LPL business since 2020. He also works as an independent broker for non-variable insurance, dedicating about a quarter of his time, and provides investment advisory services through Bleakley Financial Group LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Onepoint Bfg Wealth Partners
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Guardian Investor Services CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.