Kevin Bonacci is a registered investment advisor at Riverview Capital Advisers LLC, based in Boston, MA, with 11 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 184 clients with $620M 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 $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for portfolios over $5,000,000.01 are as agreed.
Fee Estimator
Location
265 Franklin Street, Suite 403, Boston, MA, 02110
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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
Kevin volunteers as a climbing instructor with the Appalachian Mountain Club, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Riverview Capital Advisers LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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