Mark Bonnett
Mark Bonnett is a registered investment advisor at Corepath Wealth Partners LLC, based in Scottsdale, AZ, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 230 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CorePath's investment management fee ranges from 0.25% to 1.50% annually, based on the complexity of services, assets managed, reporting requirements, and the overall relationship. Fees are paid quarterly in advance, based on the market value of the account at the end of the prior quarter. For assets managed through third-party platforms, no additional platform fees are charged.
Location
7114 E. Stetson Drive, Suite #205, Scottsdale, AZ, 85251
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Regulatory History (1)
Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Mark is the President and a licensed insurance professional at CorePath Insurance Services, LLC and CorePath Risk Solutions, LLC, dedicating about 10-20% of his time to these roles. He also owns real estate, is adjunct faculty, a committee member for Make-A-Wish, a board member for GAMA International, and a partner at Balance Benefits Consulting LLC.
Employment History
Current Registrations
Corepath Wealth Partners LLC
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Marathon Advisors, INC
Cri Securities, LLCBroker
Securian Financial 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.