Roberto Dechellis is a registered investment advisor at Bonsai Advisors LLC, based in Boulder, CO, with 29 years of industry experience. Roberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 35 clients with $21M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Annual fees are negotiable at Bonsai's discretion.
Fee Estimator
Location
1406 Pearl Street, Boulder, CO, 80203
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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
Bonsai Advisors LLC
Previous Registrations
Allianz Life Financial Services, LLCBroker
Tower Square Securities, INC.Broker
Jackson National Life Distributors, INC.Broker
Quantum Leap Securities, LLCBroker
Goldman, Sachs & CO.Broker
Lord Abbett Distributor LLCBroker
Transamerica Financial Resources, INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
Aetna Capital Management, INC.Broker
State Registrations1 state
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