Bonneville Multi-Family Office
Bonneville Multi-Family Office (BMFO) provides financial analysis and planning services, operating like a family office for its clients. BMFO helps clients with budgeting, investing, risk management, retirement planning, tax planning, and estate planning. BMFO coordinates with other professionals like attorneys, accountants, and insurance agents to analyze client needs and implement plans. BMFO may receive commissions from insurance products, which will be disclosed and used to offset fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10 million. Laddered bond portfolios are managed at half the rate of securities. Fees based on total household assets. Also offers comprehensive services based on total assets with a minimum asset value of $5 million: First $5 Million: 0.50%, Next $10 Million: 0.33%, Next $20 Million: 0.25%, Over $35 Million: Negotiable