William Bonk is a registered investment advisor at Ibn Advisory Services, INC., based in Framigham, MA, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,524 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IBN Advisory Services generally charges between 0.50% and 2.00% per year of the market value of your investments. Fees are negotiable and may be higher or lower based on the nature of the account. Factors affecting fee percentages include the size of the account and complexity of asset structures.
Location
9 Vernon St., Framigham, 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.