Bonita Selwaeh
Bonita Selwaeh is a registered investment advisor at LPL Financial LLC, based in Virginia Beach, VA, with 20 years of industry experience. Bonita is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
607 Lynnhaven Pkwy, Virginia Beach, VA, 23452
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2015Other Business Activities
Bonita works as a Senior Business Development Manager at Primis Bank since 2015, dedicating full-time hours to this role. She also owns KJZS LLC, an import/wholesale wine business, since December 2022.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Institutions, INC.Broker
Osaic Institutions, INC.
Infinex Investments, INC.
Infinex Investments, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment 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.
Exams
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