Jeffrey Bonvallat is a CFA-designated registered investment advisor at Bon Investments, LLC, based in Acton, MA, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 60 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee ranges from 0.5% to 1%, depending on the size and complexity of an account. Discounted fees may apply for non-profit institutions and family members of the LLC President.
Fee Estimator
Location
Acton, MA
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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
Bon Investments, LLC
Previous Registrations
Piot Associates LLC
State Registrations2 states
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