Collin Brown
Collin Brown is a registered investment advisor at Onepoint Bfg Wealth Partners, based in Parsippany, NJ, with 2 years of industry experience. Collin 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 (1)
Criminal
September 2016Other Business Activities
Collin is the president of Nine to Five Capital and owns rental properties. He spends minimal time on rental property maintenance.
Employment History
Current Registrations
Onepoint Bfg Wealth Partners
Previous Registrations
Orion Portfolio Solutions, LLC
Pruco Securities, LLC.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.