Amara Delserro is a registered investment advisor at Onepoint Bfg Wealth Partners, based in Whitehall, PA, with 4 years of industry experience. Amara 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
514 Fullerton Avenue, Whitehall, PA, 18052
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 Activities
Amara works as a Client Services Associate at LPL Financial LLC, a broker-dealer, since 2013. This investment-related activity requires minimal time.
Employment History
Current Registrations
Onepoint Bfg Wealth Partners
Previous Registrations
Private Advisor Group, LLC
State Registrations1 state
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
More Advisors
- Jared Brown, CFPCommonwealth Financial Network
- Daniel Fratantoro, CFPCommonwealth Financial Network
- Jacob Ruggles, CFPCommonwealth Financial Network
- Kevin Hittinger, ChFC
- John Giancaterino, ChFCCetera Investment Advisers LLC