Louis Bonasera is a PFS-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Newburyport, MA, with 22 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B 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 | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
75 Water Street, Suite 523, Newburyport, MA, 01950
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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
Louis is the trustee and property manager for The Bonasera Family Realty Trust, a residential rental property. He spends minimal time on property management, rent collection, administrative duties, and financial reporting.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
The Financial Advisors, LLC
The Financial Advisors LLC
Lincoln Financial Securities CorporationBroker
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.
Exams
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