Kyle Matthews is a CFA-designated registered investment advisor at Onepoint Bfg Wealth Partners, based in Parsippany, NJ, with 14 years of industry experience. Kyle 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.
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Learn about disclosures →Employment History
Current Registrations
Onepoint Bfg Wealth Partners
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Citigroup Global Markets INC.Broker
Citi Private Advisory, LLCBroker
Oppenheimer & CO. INC.Broker
Fred Alger & Company, IncorporatedBroker
PNC Investments
PNC InvestmentsBroker
Ing Financial Partners, INC.Broker
State Registrations1 state
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