Dorian Antesic is a registered investment advisor at Bona Fide Finance, based in Rab. Dorian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 51 clients with $16M in assets under management.
Compensation
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Fee Structure
Investment advisory services are included at no additional charge for clients using Bona Fide Finance's Ongoing Comprehensive Planning service and are not offered as a stand-alone service. This does not include fees charged by outside managers. Betterment charges an annual fee of up to 0.15% of account balances and DFA charges an annual fee of 0.29% of securities held in the account.
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bona Fide Finance
State Registrations3 states
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