Robert Bonfiglio
Robert Bonfiglio is a CFP, ChFC-designated registered investment advisor at Rise Private Wealth Management, based in Bedford, NH, with 36 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are negotiable. Additional third-party program or manager fees may apply.
Fee Estimator
Location
262 S. River Road, Suite 201, Bedford, NH, 03110
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2016Other Business Activities
Robert co-owns Rise Tax Strategies LLC (tax preparation), Rise Advisor Real Estate LLC (real estate), and RPWM Partners LLC (office expenses). He also serves as vice president at Bonfiglio and co-owns RPWM Partners, LLC, dedicating about a third of his time to this role.
Employment History
Current Registrations
Rise Private Wealth Management
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations2 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.
Exams
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