Bonacorsi Wealth Management provides financial planning and investment advice to individuals and high-net worth individuals. Services include investment strategy, asset allocation, and regular portfolio monitoring. Investment advice can be discretionary or non-discretionary. The firm uses multiple advisory platforms, including Strategic Wealth Management, Optimum Market Portfolios Program, and AssetMark. They also offer hourly consulting and subscription-based planning.
Assets Under Management$64M
Clients190
Advisors1
Avg. per Client$340K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and not to exceed 1.5%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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