Bonnie Clark
Bonnie Clark is a registered investment advisor at Gradient Advisors, LLC, based in Surprise, AZ, with 10 years of industry experience. Bonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
Surprise, AZ
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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
Bonnie owns Kratos Wealth Management, providing retirement planning and investment advisory services, and Kratos Financial Solutions, LLC, offering insurance services. She also mentors local small businesses through SCORE and serves as secretary for Christian Business Partners, spending minimal time on the latter.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Gebhardt Group, INC
State Registrations2 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.
Exams
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