Tonya Bains
Tonya Bains is a registered investment advisor at Bains, Tonya R, based in Ventura, CA, with 36 years of industry experience. Tonya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
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 | 2.25% |
| $500K - $1.0M | 2.15% |
| $1.0M - $1.5M | 2.05% |
| $1.5M - $2.0M | 1.95% |
| $2.0M - $3.5M | 1.85% |
| $3.5M+ | 1.75% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
Ventura, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2023Other Business ActivitiesSells Insurance
Tonya is a licensed insurance agent selling life insurance, fixed annuities, and long-term care products, dedicating a few hours per week. She is also a real estate agent and a personal assistant, each taking a few hours per week.
Employment History
Current Registrations
Bains, Tonya R
Previous Registrations
First Advisors National, LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Linsco/private Ledger CORP.Broker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
R a F Financial CorporationBroker
State Registrations1 state
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.