Bonifacio & Company offers investment advice and manages portfolios for individuals, corporations, and other investment advisors. Bonifacio primarily uses separately managed accounts and aims to provide unbiased investment management. They partner with clients to determine suitable investment strategies based on their financial objectives and risk tolerance. Bonifacio offers both discretionary and non-discretionary services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Maximum fee is 0.4875% per quarter. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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