Bonner & Smith is a financial planning and investment advisory firm that provides financial planning and portfolio management services to individuals. They offer general financial planning, portfolio design, active management, and tax-advantaged investing. Bonner & Smith works with clients to implement and monitor their financial goals. They specialize in working with employees in the oil and gas industry.
Assets Under Management$310M
Clients300
Advisors3
Avg. per Client$1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.5M | 0.80% |
| $1.5M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Also manages "Income Only Portfolios" with a different fee schedule: First $500K: 0.75%, Next $1.5M: 0.60%, Above $2M: 0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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