Joseph Bonadies is a registered investment advisor at Advisory Advocates LLC, based in Grand Rapids, MI, with 3 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 249 clients with $160M 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 management fee is 1.5% of assets under management. Fees are negotiable based on account size, and clients may aggregate multiple accounts to lower the fee.
Fee Estimator
Location
4981 Cascade Road, Suite C, Grand Rapids, MI, 49546
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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
Joseph is the owner and consulting sommelier for Palissage, LLC, a wine and beverage consulting business, since 2022. He dedicates a few hours per week to providing consultation services for restaurant and bar wine/beverage programs.
Employment History
Current Registrations
Advisory Advocates LLC
Previous Registrations
L.M. Kohn & Company
L.M. Kohn & CompanyBroker
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.
Exams
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