Alexis Miller is a registered investment advisor at Onepoint Bfg Wealth Partners, based in Parsippany, NJ, with 8 years of industry experience. Alexis is also registered as a broker, so some compensation may come from commissions on products sold. 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
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 →Employment History
Current Registrations
Onepoint Bfg Wealth Partners
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
LPL Financial LLCBroker
Morgan Stanley & CO. LLCBroker
Morgan Stanley
Morgan StanleyBroker
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
- Daniel Aguanno, CFPOnepoint Bfg Wealth Partners
- Lyle Weintraub, CFPOnepoint Bfg Wealth Partners
- Collin BrownOnepoint Bfg Wealth Partners
- Andy Schwartz, CFPOnepoint Bfg Wealth Partners
- Mark Feldman, CFPOnepoint Bfg Wealth Partners
- Stephen Stone, ChFCOnepoint Bfg Wealth Partners