Gregory Bonzagni
Gregory Bonzagni is a registered investment advisor at Beacon Capital Management, INC., based in Dayton, OH, with 27 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 13,893 clients with $4.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.55% |
| $500K - $1000K | 0.35% |
| $1M+ | 0.15% |
Direct account advisory fees are negotiable between Beacon and the custodian, Platform Provider, or Retail Advisor. Custom Portfolio Solutions also adhere to this fee schedule. Average Daily Values of Client accounts under $72,728 will be charged more than 0.55% annually because of the $400.00 minimum annual fee. Fees for model delivery advisory services range from 0.20% to 0.60% per year. Fees for supervisory services are negotiated on a Client-by-Client basis. The overall fee - including any Retail Advisor fee - will be the greater of 1.8% annually or $400 minimum per year.
Fee Estimator
Location
7777 Washington Village Drive, Suite 280, Dayton, OH, 45459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Gregory is on the board of directors for Norwell Youth Lacrosse, spending a few hours per week. He also chairs a committee for LIMRA/LOMA and is on the board for the Coalition for Equity in Wholesaling, dedicating minimal time to each.
Employment History
Current Registrations
Beacon Capital Management, INC.
Sammons Financial Network, LLC
Sammons Financial Network, LLCBroker
Previous Registrations
Spc
Principal Global Investors
Princor Financial Services CorporationBroker
Directed Services LLC
Directed Services LLCBroker
Jpmorgan Distribution Services, INC.Broker
Mfs Fund Distributors, INC.Broker
John Hancock Funds, INC.Broker
New England Funds, L.P.Broker
State Registrations2 states
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.