Bona Fide Finance

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Assets Under Management

$14.0M

Number of Clients

Number of Advisors

Average Client AUM

$275K

AUM per Advisor

$14.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Bona Fide Finance, LLC provides financial planning and investment advisory services. Financial planning covers business planning, cash flow, college savings, employee benefits, insurance, investments, retirement, risk management, and tax strategies. Investment advisory services involve continuous advice on client funds based on individual needs.

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Areas of Practice

Retirement PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management

Location

ND, United States

1 Advisors at this firm

CFP