Onyx Bridge Wealth Group offers investment advice and financial planning to individuals, families, and businesses. They provide asset management services through a wrap fee program, as well as standalone financial planning and retirement plan consulting. Onyx Bridge relies on third-party research for investment decisions and may recommend investments offered through CAIS and iCapital.
Assets Under Management$1B
Clients1,654
Advisors23
Avg. per Client$610K
Avg. per Advisor$44M
Fee Structure
Onyx Bridge Wealth Group offers investment management through a wrap fee program. Please see their Wrap Fee Program Brochure for details on fees and compensation.
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Location
23 Advisors at this firm
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