OnePoint BFG offers customized financial planning and wealth management services to individuals, businesses, trusts, estates, and charitable organizations. Services are provided on both discretionary and non-discretionary bases. OnePoint BFG uses various methods of analysis, including economic, fundamental, and technical analysis, to develop investment strategies tailored to each client's objectives and risk tolerance. OnePoint BFG also offers retirement plan consulting and advisory services.
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%.