Devin Bone is a registered investment advisor at Forsythia Financial, based in Bloomfield Hills, MI, with 2 years of industry experience. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 0.75% |
Fees may be subject to negotiation.
Fee Estimator
Location
7457 Franklin Road, Suite 200, Bloomfield Hills, MI, 48301
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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
Devin is a partner and 20% owner of the law firm Paesano Akkashian, PC, specializing in business law. Devin devotes nearly full-time hours per month to this activity, with minimal time spent during trading hours.
Employment History
Current Registrations
Forsythia Financial
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.