Diane Bonner
Diane Bonner is a CFP-designated registered investment advisor at Concurrent Investment Advisors, LLC, based in Pawleys Island, SC, with 22 years of industry experience. Diane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,278 clients with $9.9B 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 - $2.0M | 1.70% |
| $2.0M - $3.0M | 1.60% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.40% |
| $7.5M - $10.0M | 1.30% |
| $10M+ | 1.00% |
Fees are incremental and may be negotiable.
Fee Estimator
Location
73 Simmons Lane, Unit 8, Pawleys Island, SC, 29585
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Diane is a partner at Arky & Miller Financial Group, dedicating full-time hours to the advisory business. Diane also owns rental property in Mebane, NC, and spends minimal time on fixed insurance sales as an independent agent.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
First Union Brokerage Services, INC.Broker
State Registrations2 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.