Kristopher Bonocore
Kristopher Bonocore is a registered investment advisor at Gladstone Wealth Partners, based in Boca Raton, FL, with 21 years of industry experience. Kristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,910 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners charges up to 2.00% of your portfolio per year for investment management. This fee is negotiable and paid quarterly in advance. Clients in non-wrap programs will separately incur commissions and transaction costs. Gladstone also uses third-party technology platforms to manage retirement accounts, and passes the cost of these platforms on to you, sometimes with a markup.
Location
2500 N. Military Trail, #225, Boca Raton, FL, 33431
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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 Activities
Kristopher is affiliated with Gladstone Wealth Group and Investments By Planners, providing investment advisory services. He also has a business entity, KB Wealth Enterprises, for tax/investment purposes only, and dedicates a full-time commitment to these activities.
Employment History
Current Registrations
Gladstone Wealth Partners
LPL Financial LLCBroker
Previous Registrations
Financial Engines Advisors L.L.C.
Financial Engines Advisor Center, LLC
The Mutual Fund Store
The Mutual Fund Research Center, Research Center
The Mutual Fund Store
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations52 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.