About OnPoint Financial Management LLC
OnPoint Financial Management LLC is a top financial advisory firm that specializes in providing personalized and comprehensive financial planning services. With a team of highly experienced and knowledgeable advisors, the firm helps clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services
- Offers comprehensive wealth management strategies
- Assists in achieving financial goals and securing financial future
- Utilizes professional expertise and experience
Facts and Insights
Founded in 2008, OnPoint Financial Management LLC has been in business for over 13 years. The firm is headquartered in New York City and currently has a total assets under management of $1.5 billion.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $1.5 billion | 10 |
Financial Services Offered
OnPoint Financial Management LLC offers a wide range of financial services to meet the unique needs and goals of their clients. These services include but are not limited to:
- Comprehensive financial planning
- Wealth management
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types
The firm caters to individuals, families, and businesses of different sizes and industries. Their client base includes:
- High net worth individuals
- Retirees
- Small business owners
- Professionals
- Couples
- New families
- Non-profits
Fees & Compensation
OnPoint Financial Management LLC charges a fee-based compensation structure, meaning they charge a fixed fee, a percentage of assets under management, or a combination of both. This ensures that the firm is objective and transparent in their services, as they do not earn commissions for selling products.
Background
The team at OnPoint Financial Management LLC comprises highly educated and experienced financial advisors who are committed to helping clients make smart financial decisions. They have a strong background in finance, tax, and estate planning, and utilize their expertise and experience to guide clients towards financial success.
Financial Advisor Disclosures to Know
As a financial expert, OnPoint Financial Management LLC is required to disclose any relevant information that may impact the decision making of clients. These disclosures include:
- Any potential conflicts of interest
- Any past or pending legal or disciplinary actions
- Any compensation or incentive received from third parties