Matthew Bonito is a CFP-designated registered investment advisor at Inspire Advisors, LLC, based in Dublin, OH, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,809 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.
Location
485 Metro Place South, Suite 120, Dublin, OH, 43017
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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
Matthew is a member of Inspire Advisors of Ohio, LLC, an entity formed to compensate employees of Inspire Advisors, LLC. He is also the secretary of Saveson Acres Homeowner's Association, spending a few hours per week on meeting notes and voting. Matthew is also an independent licensed insurance agent, selling life, health, and accident insurance.
Employment History
Current Registrations
Inspire Advisors, LLC
Previous Registrations
Financial Engines Advisors L.L.C.
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Regis Asset Management LLC
Regis Securities CorporationBroker
Fort Washington Brokerage Services, INC.Broker
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.