Polychronis Bonaros
Polychronis Bonaros is a registered investment advisor at Osaic Wealth, INC., based in Boca Raton, FL, with 20 years of industry experience. Polychronis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
601 S. Federal Highway, Suite 301, Boca Raton, FL, 33432
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Regulatory History (1)
Customer Dispute
October 2015Other Business ActivitiesSells Insurance
Polychronis is the Director of Investment Strategy Group at Signature Financial Solutions, spends minimal time as a broker at Paradigm Wealth, LLC, and works full-time as Managing Director at Paradigm Wealth, LLC. He also has a silent company to receive John Hancock commissions and is the Secretary for his HOA board.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Salomon Grey Financial CorporationBroker
J.P. Turner & Company, L.L.C.Broker
Lh Ross & Company, INC.Broker
State Registrations9 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.