Douglas Boneparth is a CFP-designated registered investment advisor at Bone Fide Wealth, based in New York, NY, with 20 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 132 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
7 World Trade Center, 46th Floor, New York, NY, 10007
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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
Douglas is a co-author of a personal finance book and co-owner of an S-corporation related to the book, speaking engagements, and consulting, dedicating minimal time to these activities. He is also a paid social media consultant and principal of two LLCs: an IP holding company and a web3 based coffee company, spending a few hours per week on the latter.
Employment History
Current Registrations
Bone Fide Wealth
Previous Registrations
Bone Fide Wealth
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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