Bon Investments, led by Jeffrey Bonvallat, offers investment management services, allocating investments across equities, fixed income, and cash. Bon Investments also trades exchange traded funds, mutual funds, warrants, rights, and options. Bon Investments works with clients to determine a suitable risk profile and tailors portfolios to their financial circumstances, preferences, objectives, and time horizon. Bon Investments manages client assets on a discretionary basis.
Assets Under Management$68M
Clients60
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$68M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee ranges from 0.5% to 1%, depending on the size and complexity of an account. Discounted fees may apply for non-profit institutions and family members of the LLC President.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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