Michael Bonfrisco
Michael Bonfrisco is a registered investment advisor at Bonfrisco Wealth Management LLC, based in Cherry Hill, NJ, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
1522 Route 38, Cherry Hill, NJ, 08002
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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
Michael owns and operates Bonfrisco Law Firm as a lawyer.
Employment History
Current Registrations
Bonfrisco Wealth Management LLC
State Registrations1 state
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