Bonnie Chadwick is a registered investment advisor at Paratus Financial, INC., based in Dallas, TX, with 31 years of industry experience. Bonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 88 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paratus Financial manages investment portfolios as part of its comprehensive financial planning engagements. Fees for investment management and planning services are based on hourly rates ranging from $80 to $700 per hour, which are then incorporated into fixed-fee annual contracts negotiated directly with each client.
Location
5910 N Central Expwy, Ste. 1955, Dallas, TX, 75206
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Regulatory History (1)
Criminal
April 1979Employment History
Current Registrations
Paratus Financial, INC.
Previous Registrations
The Ayco Company,l.p.
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.
Exams
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