Bonwell Capital Management offers personalized financial planning and investment management services. Financial planning involves gathering client information to assess their financial goals and create a plan to meet those goals. Ongoing planning services are available to revisit and update the plan. If clients choose to implement their plan through Bonwell Capital Management, they become asset management clients. Bonwell Capital Management also offers consulting services outside of traditional asset management or financial planning.
Assets Under Management$98M
Clients58
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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