Sean Mccarthy is a CFP, ChFC-designated registered investment advisor at Onepoint Bfg Wealth Partners, based in Eagle, ID, with 6 years of industry experience. Sean 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
500 East Shore Drive, Suite 100, Eagle, ID, 83616
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sean owns McCarthy's Rental LLC, an investment property, and provides personal basketball training, each requiring minimal time. He is also the secretary of Teranga Basketball Academy, Inc., a non-profit organization, dedicating minimal time to this role as well.
Employment History
Current Registrations
Onepoint Bfg Wealth Partners
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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