Onyx Bridge Wealth Group is a registered investment advisor that offers personalized asset management, financial planning, and retirement plan consulting. Onyx Bridge Wealth Group creates customized investment portfolios using proprietary models and third-party research, providing both discretionary and non-discretionary management. In addition to investment management, Onyx Bridge Wealth Group offers comprehensive financial planning covering retirement, estate planning, tax strategies, charitable giving, and education funding. Onyx Bridge Wealth Group specializes in serving individuals, high-net-worth families, trusts, estates, and business owners, and maintains affiliations with related tax and retirement administration services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable up to 2.00% depending on portfolio size and complexity. Clients with $2,500,000 or more in assets may agree to an annual flat fee of up to $100,000.