David Bonebrake
David Bonebrake is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Eugene, OR, with 27 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
390 High Street, Eugene, OR, 97401
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Regulatory History (1)
Customer Dispute
February 2004Other Business ActivitiesSells Insurance
David is the President and Co-Owner of Rational Strategic Values-Based Planning and Investments, LLC, also known as Bonebrake Financial Planning & Wealth Management, which facilitates securities, advisory, and insurance business, dedicating minimal time. He also engages in fixed insurance sales as an agent under the same business name.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations8 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.