Nathan Barbakoff
Nathan Barbakoff is a registered investment advisor at Onepoint Bfg Wealth Partners, based in Parsippany, NJ, with 12 years of industry experience. Nathan 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
Get directionsHistory
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
Nathan sells non-variable insurance products including life, disability, long-term care, and health insurance. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Onepoint Bfg Wealth Partners
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
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.