Jeffery Bonifacino
Jeffery Bonifacino is a registered investment advisor at LPL Financial LLC, based in Delray Beach, FL, with 41 years of industry experience. Jeffery is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Delray Beach, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2024Customer Dispute
December 1999Other Business ActivitiesSells Insurance
Jeffery is associated with Strategic Wealth Advisors, a DBA for LPL Business. He is also an insurance agent selling property and casualty (P&C) insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations8 states
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.
Exams
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