Joseph Bonadies is a registered investment advisor at Advisory Advocates LLC, based in Grand Rapids, MI, with 2 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 254 clients with $160M 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 $250K | 1.50% |
| $250K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
This fee schedule applies to the Mining Shares Portfolio. For other portfolios, the annual management fee is 1.5% of assets under management. Fees are negotiable based on the size of the account.
Fee Estimator
Location
4981 Cascade Road, Suite C, Grand Rapids, MI, 49546
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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
Joseph is the owner and consulting sommelier for Palissage, LLC, a wine and beverage consulting business, since 2022. He dedicates a few hours per week to providing consultation services for restaurant and bar wine/beverage programs.
Employment History
Current Registrations
Advisory Advocates LLC
Previous Registrations
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
State Registrations1 state
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.