BA
BA
Bonnie Aves
27 Years of Experience
Wolfeboro, NH
1 Disclosure
Bonnie Aves is a registered investment advisor at Hepworth Equity Partners, LLC, based in Wolfeboro, NH, with 27 years of industry experience. Bonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 391 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
391 clients
Average Client Portfolio
$307K average
Assets Under Management
$120.0M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum fee is 3.00%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
39 Harbor Way, No.18, Wolfeboro, NH, 03894
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2012Final
Employment History
Current Registrations
Hepworth Equity Partners, LLC
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
July 2000 - January 2008 · 7 yrs 6 mos
Dean Witter Reynolds INC.Broker
March 1995 - July 2000 · 5 yrs 4 mos
M.S. Farrell & Company, INC.Broker
August 1994 - June 1995 · 10 mos
Financial Sciences, INC.Broker
May 1994 - June 1994 · 1 mo
State Registrations4 states
MANHNJNY
Advisor
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
No exam information available for this advisor.