William Bonacci is a registered investment advisor at Cfm Advisors INC, based in Hauppauge, NY, with 29 years of industry experience. William 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 2,081 clients with $3.5B 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 | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $8.0M | 0.80% |
| $8M+ | 0.50% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
1373 Veterans Highway, Suite 10, Hauppauge, NY, 11788
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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
Cfm Advisors INC
Previous Registrations
Sentinel Pension Advisors INC
Sentinel Securities, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Citigroup Global Markets INC.Broker
Diversified Investors Securities CORP.Broker
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Diversified Investors Securities CORP.Broker
Mony Securities CORP.Broker
State Registrations1 state
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.