Andrew Rosman
Andrew Rosman is a CFP-designated registered investment advisor at Onepoint Bfg Wealth Partners, based in Merrick, NY, with 19 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 8,647 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiated up to a maximum of 2.00% annually. The firm permits both fixed percentage and tiered fee schedules depending on the agreement.
Fee Estimator
Location
Merrick, NY
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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
Andrew sells fixed insurance products, life insurance, and disability insurance products, dedicating minimal time to this activity. He also provides investment advisory services through Bleakley Financial Group, spending well over full-time hours on this endeavor, and is part owner of Dressler, Rosman and Reynolds Accountants and Advisors, LLC, spending about 10-20% of his time there.
Employment History
Current Registrations
Onepoint Bfg Wealth Partners
Previous Registrations
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 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.
Exams
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