Brendan Bohnhorst
Brendan Bohnhorst is a registered investment advisor at Fifth Third Securities, INC., based in Grand Rapids, MI, with 12 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
1967 E Beltline Ne, Grand Rapids, MI, 49525
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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
Brendan is an adjunct music instructor at Aquinas College and the principal tuba player for the Holland Symphony Orchestra, dedicating minimal time to each. He also owns rental property in Thompsonville, MI, spending minimal time as a landlord.
Employment History
Current Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Pruco Securities, LLC.Broker
Ae Wealth Management, LLC
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Essex National Securities, LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations18 states
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.