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Andres Bonifacio

22 Years of Experience
Saint Louis, MO

Andres Bonifacio is a registered investment advisor at Bonifacio & Company, LLC, based in Saint Louis, MO, with 22 years of industry experience. Andres operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Maximum fee is 0.4875% per quarter. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

201 South Central Avenue, Suite 304, Saint Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bonifacio & Company, LLC
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Mrm Asset Allocation Group INC
January 2004 - August 2009 · 5 yrs 7 mos
State Registrations1 state
MO
Advisor

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Exams
No exam information available for this advisor.