Bonnie Bakalar is a registered investment advisor at Sepio Capital, LP, based in Salt Lake City, UT, 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 Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 266 clients with $4.5B in assets under management.
Compensation
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Fee Structure
Sepio Capital's investment advisory fees typically range from 0.50% to 1.00% of your portfolio's value per year, depending on the size of your account, the complexity of services, and the investment strategies used. Fees are paid monthly, in advance. Some clients may have fixed annual fees or pay quarterly. The fees include financial planning and consulting services, unless you hire Sepio Capital separately for financial planning.
Location
2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT, 84121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sepio Capital, LP
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.P. Morgan Securities INC.Broker
Hambrecht & Quist LLCBroker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
Prudential Securities IncorporatedBroker
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.