Bonnie Chadwick

30 Years of Experience

1 Disclosure

Bonnie Chadwick is a registered investment advisor at Paratus Financial, INC., based in Dallas, TX, with 30 years of industry experience. Bonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 89 clients with $700M in assets under management.

Paratus Financial, INC.

Compensation

Fixed/Hourly

Firm Size

1 advisor

Number of Clients

89 clients

Average Client Portfolio

$7.9M average

Assets Under Management

$701.3M

Fee Structure

Paratus Financial does not charge a percentage of your portfolio. Instead, they charge hourly rates or fixed fees for their services, which are agreed upon in an annual contract.

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Location

5910 N Central Expwy, Ste. 1955, Dallas, TX, 75206

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History

Regulatory History (1)

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Criminal

April 1979

Final Disposition

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Employment History

Current Registrations

Paratus Financial, INC.

January 2005 - Present · 21 yrs 3 mos

Previous Registrations

The Ayco Company,l.p.

July 1995 - March 2005 · 9 yrs 8 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.