John Patterson
John Patterson is a CFP-designated registered investment advisor at Onepoint Bfg Wealth Partners, based in Parsippany, NJ, with 31 years of industry experience. John 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
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
John owns a 1% stake in Sautee Valley View, LLC (real estate rental) since 2017 and is involved with Sautee, LLC for tax/investment purposes since 2011. Since 2022, John has been an IAR-Advisor with Bleakley Financial Group, LLC, dedicating full-time hours to providing investment advisory services.
Employment History
Current Registrations
Onepoint Bfg Wealth Partners
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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