Drew Besonson
Drew Besonson is a registered investment advisor at Onepoint Bfg Wealth Partners, based in Parsippany, NJ, with 23 years of industry experience. Drew 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
June 2004Other Business ActivitiesSells Insurance
Drew earns commissions from insurance sales, dedicating a few hours per week to selling non-variable life, health, annuity, and disability income insurance products. He also owns Regal Wealth, PLLC, 11Eleven, LLC (investment property), and serves on the boards of Orchards Children's Services, Mortgage Coin Group, and Beaumont Health Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Onepoint Bfg Wealth Partners
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 states
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.