Courtney Bonacci is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Newtown, PA, with 23 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
41 University Drive, Suite 400, Newtown, PA, 18940
Get directionsHistory
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 →Other Business Activities
Courtney volunteers with FINRA, dedicating minimal time to financial regulation and arbitration. Courtney also manages a rental property through a rollover IRA, spending a few hours per week on this investment-related activity.
Employment History
Current Registrations
Sanctuary Securities, INC.
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
First Manhattan COBroker
State Registrations6 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.