Bonfrisco Wealth Management offers ongoing portfolio management and personalized financial planning services to individuals and high-net-worth clients. Bonfrisco Wealth Management builds custom investment strategies using mutual funds, equities, bonds, and fixed income based on each client's specific risk tolerance and goals. In addition to investment oversight, Bonfrisco Wealth Management creates financial plans covering retirement, taxes, insurance, college savings, and debt management. The firm operates with a focus on long-term investing using technical analysis and modern portfolio theory.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fees are negotiable based on client needs and the complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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