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CFP
BD
CFP

Bonnie Dodson

Advisory Services Network
45 Years of Experience
W. Palm Beach, FL
2 DisclosuresSells Insurance
View SEC Summary
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Bonnie Dodson is a CFP-designated registered investment advisor at Advisory Services Network, based in W. Palm Beach, FL, with 45 years of industry experience. Bonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.

Advisory Services Network
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
251 advisors
Number of Clients
12,919 clients
Average Client Portfolio
$820K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

700 S Rosemary Avenue, Suite 204, W. Palm Beach, FL, 33401

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2005
Settled
Customer Dispute
June 1991
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bonnie has been an insurance agent for life insurance and variable insurance products since 1994. This activity requires a few hours per week, including time during trading hours.

Employment History
Current Registrations
Advisory Services Network
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
April 2019 - June 2021 · 2 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2019 - June 2021 · 2 yrs 4 mos
UBS Financial Services INC.Broker
October 2012 - March 2019 · 6 yrs 5 mos
UBS Financial Services INC.
October 2012 - March 2019 · 6 yrs 5 mos
Wells Fargo Advisors, LLC
July 2006 - October 2012 · 6 yrs 3 mos
Wells Fargo Advisors, LLCBroker
July 2006 - October 2012 · 6 yrs 3 mos
Morgan Stanley
January 1994 - July 2006 · 12 yrs 6 mos
Morgan Stanley Dw INC.Broker
January 1994 - July 2006 · 12 yrs 6 mos
Prudential Securities IncorporatedBroker
September 1989 - January 1994 · 4 yrs 4 mos
Thomson Mckinnon Securities INC.Broker
July 1987 - September 1989 · 2 yrs 2 mos
Commvest Securities,inc.Broker
April 1984 - July 1987 · 3 yrs 3 mos
Alan Bush Brokerage COBroker
January 1983 - March 1984 · 1 yr 2 mos
Reynolds Securities, INC.Broker
September 1976 - April 1978 · 1 yr 7 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
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