Erik Bonnett
Erik Bonnett is a registered investment advisor at Tripletail Wealth Management, based in Orlando, FL, with 5 years of industry experience. Erik 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. Their firm serves 74 clients with $130M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Fees may be negotiable at the Advisor's discretion. For assets invested in a private placement offering, a fixed annual fee of 1.35% is charged.
Fee Estimator
Location
224 E. Marks St., Orlando, FL, 32803
Get directionsHistory
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
Erik is a member of TripleTail Wealth Management, an RIA, dedicating full-time hours to advisory services and financial planning. He also works as an insurance agent selling insurance products, spending minimal time on this activity, and serves as a member of Florida Family Trust Services, LLC and a director of Dr. Nayana and Indrajit Vyas Memory Care and Wellness Foundation.
Employment History
Current Registrations
Tripletail Wealth Management
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
State Registrations1 state
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.