William Bonwell
William Bonwell is a CFP-designated registered investment advisor at Bonwell Capital Management, LLC, based in Richmond, VA, with 30 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 58 clients with $98M 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 | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Location
5700 West Grace Street, Suite 107, Richmond, VA, 23226
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2010Customer Dispute
August 2001Other Business ActivitiesSells Insurance
William is an independent insurance agent selling life and health insurance since 2006. This activity is part of his comprehensive financial planning services and requires minimal time.
Employment History
Current Registrations
Bonwell Capital Management, LLC
Previous Registrations
Synergy Investment Group, LLC
Ameriprise Financial Services, INC.
State Registrations3 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.