Bonnie Belskis
Bonnie Belskis is a registered investment advisor at Confluence Investment Management LLC, based in Naperville, IL, with 31 years of industry experience. Bonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16,135 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1.0M | 0.55% |
| $1M+ | 0.50% |
Fee schedule is representative of fees for discretionary portfolio management and investment advisory services only and do not include transaction or execution costs incurred by the client. The fee schedule shown is for All Cap Value strategy. Other strategies have different fee schedules. Institutional account fees are negotiated. Direct accounts annual fees range from 0% to 1.00% of account assets.
Fee Estimator
Location
Naperville, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Confluence Investment Management LLC
Previous Registrations
First Trust Advisors LP
First Trust Portfolios L.P.Broker
Calamos Financial Services LLCBroker
Calamos Advisors LLC
Harris Investor Services LLCBroker
Harris Investor Services LLC
Harris Investorline INC.Broker
John Nuveen & CO., IncorporatedBroker
Gna Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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