TB
TB

Thomas Bono

48 Years of Experience
Schaumburg, IL
Broker

Thomas Bono is a registered investment advisor at Monere Wealth Management, INC., based in Schaumburg, IL, with 48 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 500 clients with $310M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
500 clients
Average Client Portfolio
$624K average
Assets Under Management
$312.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annualized advisory fee is 3.00%. Fees are negotiable and vary by tier as agreed in the client advisory contract.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Monere Wealth Management, INC.
May 2015 - Present · 11 yrs 5 mos
Monere Investments, INC.Broker
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
David A. Noyes & Company
April 2005 - June 2015 · 10 yrs 2 mos
David A. Noyes & CompanyBroker
January 1978 - June 2015 · 37 yrs 5 mos
State Registrations10 states
AZCACOFLILINMIOKWAWI
AdvisorBrokerBoth

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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