Bona Fide Finance provides financial planning, investment advisory services, retirement plan consulting, and educational seminars. Financial planning covers areas like business planning, cash flow, college savings, employee benefits, insurance, investments, retirement, risk management, and tax strategies. Investment advice is tailored to individual client needs, focusing on stocks, bonds, mutual funds, and ETFs. The firm also offers ongoing comprehensive planning with continuous access to a planner and financial planning software.
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.
