Robert Bonacorsi is a CFP-designated registered investment advisor at Bonacorsi Wealth Management, based in Amherst, NH, with 34 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 190 clients with $64M 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 | 1.50% |
Fees are negotiable and not to exceed 1.5%.
Fee Estimator
Location
5 Overlook Drive #3, Amherst, NH, 03031
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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 →Other Business Activities
Robert is an author of "Retirement Readiness" and spends about 10-20% of his time writing and public speaking. He also operates Mike Bonacorsi CFP as a DBA for his LPL business and provides investment advisory services through Mike Bonacorsi LLC, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Bonacorsi Wealth Management
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Bancnorth Investment Group, INC.Broker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Compulife Investor Services, INC.Broker
Commonwealth Equity Services, INC.Broker
Invest Financial CorporationBroker
Liberty Securities CorporationBroker
Investors Capital CORP.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
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.