Stephen Bonder
Stephen Bonder is a registered investment advisor at Fiduciary Wealth Partners, LLC, based in Newton Lower Falls, MA, with 2 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 116 clients with $1.5B 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 | 1.00% |
Annual fees vary between 0.08% and 1.00% depending on portfolio value and services rendered. Fees are negotiable for flat-rate arrangements or based on anticipated future assets.
Fee Estimator
Location
2310 Washington Street, 3rd Floor, Newton Lower Falls, MA, 02462
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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 →Employment History
Current Registrations
Fiduciary Wealth Partners, LLC
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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