William Bonk
William Bonk is a registered investment advisor at Ibn Advisory Services, INC., based in Framingham, MA, with 25 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 197 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally vary from 0.50% to 2.00% per year based on account size and complexity. Fees above 2.00% require compliance approval.
Fee Estimator
Location
9 Vernon St., Framingham, MA, 01701
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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
William is the Owner/Regional Director of Bill Bonk Insurance Marketing (BBIM), an independent insurance wholesaler, dedicating full-time hours to this role. He also owns Bonk Realty, LLC and manages a commercial property, spending minimal time on this activity.
Employment History
Current Registrations
Ibn Advisory Services, INC.
Ibn Financial Services, INC
Ibn Financial Services, INC.
Ibn Financial Services, INC.Broker
Previous Registrations
Trust Advisory Group LTD
Ages Financial Services, LTD.Broker
The Leaders Group, INC.Broker
UBS Painewebber INC.Broker
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.
Exams
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