Carl Bonn is a registered investment advisor at Wealth Keepers, based in Johnson City, TX, with 21 years of industry experience. Carl 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 4 clients with $340K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Keepers manages investments through model portfolios (under $1 million) and customized portfolios (over $1 million). Fees are based on a percentage of your portfolio's value each year, paid quarterly.
For model portfolios, the fees are:
- $0 - $50,000: $500 - $1,000 per year
- $50,001 - $100,000: 1.50% per year
- $100,001 - $200,000: 1.25% per year
- $200,001 - $500,000: 1.10% per year
- $500,001 - $1,000,000: 1.00% per year
- $1,000,001 - $2,000,000: 0.90% per year
- $2,000,001 - $3,000,000: 0.80% per year
- $3,000,001 - $4,000,000: 0.70% per year
- $4,000,001 or above: Negotiable
For customized portfolios (over $1 million), fees range from 0.50% to 1.50% depending on account size and services. Fees for charitable foundations range from 0.40% to 0.90%, or a fixed fee may be negotiated.
Location
Johnson City, TX
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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
Carl is involved in real estate sales as a sole proprietor, dedicating a few hours per week. He also works as a consultant for the General Land Office, conducting land title research about a quarter of his time.
Employment History
Current Registrations
Wealth Keepers
Previous Registrations
Wealth Keepers
Money Concepts Advisory Service
Gqo Investment Advisors, INC.
Intersecurities, INC.
Financial Network Investment Corporation
State Registrations1 state
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.