Jeremy Stefanik is a registered investment advisor at Bond Financial Group, INC., based in East Longmeadow, MA. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 219 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| $0K - $500K | 1.75% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.0M | 1.55% |
| $2.0M - $2.5M | 1.45% |
| $2.5M - $3.0M | 1.25% |
| $3.0M - $3.5M | 1.15% |
| $3.5M+ | 1.15% |
Fees negotiable above $3,500,000.00
Fee Estimator
Location
180 Denslow Rd., Suite 2, East Longmeadow, MA, 01028
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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
Bond Financial Group, INC.
State Registrations1 state
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