MB
CFA
MB
CFA

Michael Bonander

4 Years of Experience
Sioux Falls, SD

Michael Bonander is a CFA-designated registered investment advisor at Castellum Capital Management LLC, based in Sioux Falls, SD, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $2.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$237K average
Assets Under Management
$2.8M

Fee Structure

Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Accredited Investors/Qualified Purchasers and Qualified Clients also pay a 20% annual performance fee. Non-Accredited Investors do not pay a performance fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Sioux Falls, SD

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Michael serves on the Board of Directors for Security Savings Bank, a South Dakota chartered bank. This activity is not investment-related.

Employment History
Current Registrations
Castellum Capital Management LLC
September 2021 - Present · 4 yrs 8 mos
State Registrations3 states
IAMNSD
Advisor

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
No exam information available for this advisor.
Michael Bonander - Financial Advisor | TrueAdvisor