Paul Bonaccini
Paul Bonaccini is a registered investment advisor at Ameriprise Financial Services, LLC, based in Traverse City, MI, with 35 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
13919 S West Bayshore Dr, Ste 105 A, Traverse City, MI, 49684-6215
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
June 2019Customer Dispute
April 2009Customer Dispute
March 2009Other Business Activities
Paul is a member of Bay Area Properties, LLC, managing rental homes and dedicating minimal time. He also operates as Peninsula Wealth Management Group, a DBA for Wedbush Securities, spending nearly full-time hours on this investment-related activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wedbush Securities INC.
Wedbush Securities INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Roney & CO.Broker
Roney & CO. L.L.C.Broker
Prudential Securities IncorporatedBroker
State Registrations9 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.