Ross Bonifield
Ross Bonifield is a registered investment advisor at Emerson Equity LLC, based in Phoenix, AZ, with 26 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M 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 | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
1202 E Maryland Ave Suite 1J, Phoenix, AZ, 85014
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Ross is involved with multiple businesses: Preferred Group LLC marketing fixed insurance products (about 10-20% of his time), Preferred Financial Group LLC marketing securities (full-time), Preferred Wealth Management LLC marketing fee-based financial products (full-time), and Independent Wealth Network as a registered investment advisory representative (full-time). Ross spends the majority of his time on securities and fee-based financial products.
Employment History
Current Registrations
Emerson Equity LLC
Emerson Equity LLCBroker
Independent Wealth Network, INC.
Previous Registrations
Investment Advisors CORP
Brokers International Financial Services, LLC.Broker
Broker Dealer Financial Services CORP.Broker
Investment Advisors CORP
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Rubicon Financial Network
First Allied Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Centaurus Financial, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations22 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.