Craig Bonney is a registered investment advisor at LPL Enterprise, LLC, based in Miami, FL, with 35 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86,726 clients with $19B in assets under management.
Compensation
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Fee Structure
LPLE provides access to investment management through third-party asset management programs (TAMPs) and LPL's Model Wealth Portfolios (MWP). For TAMPs, the fees are negotiated with the LPLE representative, typically up to 2% of the assets managed, but may be higher in certain circumstances. The TAMP sponsor also charges a fee. For MWP, clients are charged an annual account fee that includes an advisory fee (maximum 2.35% and is negotiable) and a manager fee (0% to 0.60%).
Location
800 NW 62nd Ave, Ste 120, Miami, FL, 33126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
LPL Enterprise, LLCBroker
LPL Enterprise, LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Essex National Securities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
E*trade Securities LLCBroker
Wachovia Securities, INC.Broker
The Dreyfus Service CorporationBroker
Dp Asset Management, INC.Broker
Dp Asset Management, INC.Broker
Walnut Street Securities, INC.Broker
First Colonial Securities Group, INC.Broker
Northeast Securities, INC.Broker
Vestax Securities CorporationBroker
Fundtrust Investment Company Services, INC.Broker
Great Western Financial Securities CorporationBroker
Sheen Financial Resources, INC.Broker
Thomas James Associates, INC.Broker
State Registrations5 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.