Bonita Bell-Andersen
Bonita Bell-Andersen is a ChFC-designated registered investment advisor at Tencap Wealth Coaching, based in St. George, UT, with 20 years of industry experience. Bonita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 753 clients with $290M 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 $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fee is negotiable. Accounts within the same household custodied at the same custodian may be combined for a reduced fee.
Fee Estimator
Location
St. George, UT
Get directionsHistory
Regulatory History (2)
Regulatory
December 2012Employment Separation After Allegations
June 2010Other Business ActivitiesSells Insurance
Bonita works as an independent insurance agent in St. George, UT, since January 2000, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Tencap Wealth Coaching
Previous Registrations
Freedom Financial Coaching, LLC
Triad Wealth Management, INC.
MML Investors Services, INC.Broker
LPL Financial CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
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.