Miranda Bonde
Miranda Bonde is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Indianapolis, IN, with 12 years of industry experience. Miranda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
8332 Woodfield Crossing Blvd, Indianapolis, IN, 46240
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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 ActivitiesSells Insurance
Miranda is involved in non-variable insurance sales, including fixed life, fixed annuities, and health insurance products. This activity is insurance-related.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Previous Registrations
Gallagher Fiduciary Advisors, LLC
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Investment Advisors
Proequities, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations6 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.