Bonfrisco Wealth Management (BWM) offers portfolio management based on individual client goals and risk tolerance. BWM creates an investment policy statement for each client. BWM also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. BWM generally limits its investment advice to mutual funds, equities, bonds, and fixed income.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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