Michael Bonfanti
Michael Bonfanti is a CFP-designated registered investment advisor at Bonfanti Investment Services, LLC, based in Prairieville, LA, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 304 clients with $66M 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.85% |
| $2.5M+ | 0.85% |
The annual fee may be negotiable based on the complexity of the client’s situation. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
14279 Hwy 73, Prairieville, LA, 70769
Get directionsHistory
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 ActivitiesSells Insurance
Michael owns MJM Partners, LLC, a real estate rental business, and Bonfanti Realty, LLC, also a real estate rental business, dedicating minimal time to each. He is also an agent for First Protective selling non-variable insurance and an independent insurance agent with Bonfanti Insurance Services, LLC, spending a few hours per week and about 10-20% of his time, respectively.
Employment History
Current Registrations
Bonfanti Investment Services, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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