Dorian Antesic is a registered investment advisor at Bona Fide Finance, based in Rab. Dorian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 51 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included at no additional charge for clients who subscribe to the ongoing comprehensive planning service and is not offered as a standalone service. However, clients will pay fees charged by outside managers used to help manage portfolios:
- Betterment Advisor Solutions charges up to 0.15% per year of your account balance.
- Dimensional Fund Advisors charges 0.29% per year on securities held in the account.
Location
History
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
Bona Fide Finance
State Registrations3 states
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
More Advisors
- Benjamin Martinek, CFPBona Fide Finance