OnePoint BFG provides customized financial planning, wealth management, and investment advisory services to individuals, business entities, trusts, estates, and charitable organizations. Operating with a commitment to putting clients' best interests first, OnePoint BFG offers both discretionary and non-discretionary portfolio management. The firm utilizes a variety of investment approaches, including proprietary investment strategies, third-party money managers, and turnkey asset management platforms. In addition to investment management, OnePoint BFG assists clients with retirement planning, tax strategies, estate planning coordination, and insurance review through affiliated and external professionals. The firm emphasizes personalized service by aligning portfolios with each client's specific goals, risk tolerance, and time horizon.
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.