John Bonnell
John Bonnell is a registered investment advisor at Campbell Newman Asset Management INC, based in Milwaukee, WI, with 22 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,382 clients with $1.3B 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 | 0.95% |
Fees are negotiable based on certain factors including type of client, assets under management and special service requests. Large Cap Dividend Growth and Large Cap Growth strategies begin at 0.85%. Small Cap Growth strategy begins at 0.95%.
Fee Estimator
Location
330 East Kilbourn Avenue, Suite 1125, Milwaukee, WI, 53202
Get directionsHistory
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
John is a minority owner and non-management member of Red 27, LLC, which owns and operates a Capriotti's Sandwich Shop, since 2016. He is not involved in this business during regular securities trading hours.
Employment History
Current Registrations
Campbell Newman Asset Management INC
Previous Registrations
Artisan Partners Distributors LLCBroker
Touchstone Advisors INC
Touchstone Securities, INC.Broker
Goldman, Sachs & CO.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
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.