Assets Under Management
$10.1B
Number of Clients
6,850
Number of Advisors
84
Average Client AUM
$1.5M
AUM per Advisor
$119.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
OnePoint BFG provides customized financial planning and wealth management services. They allocate client assets based on investment objectives and risk tolerances. Services include discretionary and non-discretionary investment advisory, retirement plan consulting, and financial consulting. They utilize custodian-sponsored programs, third-party managers, and proprietary investment strategies.
300 Kimball Drive, Suite 310, Parsippany, NJ, 07054