Bona Fide Wealth provides investment management and financial planning services. They work with clients to understand their financial situation, investment goals, and risk tolerance, then create tailored portfolios. They monitor accounts, trade as needed, and communicate regularly with clients. For clients seeking financial planning only, Bona Fide Wealth offers comprehensive plans for a fixed quarterly fee or stand-alone plans for a flat fee.
Assets Under Management$100M
Clients41
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees are negotiable for accounts over $6,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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