Bonnema Wealth Management is a wealth management firm specializing in investment advisory services. They help clients build, manage, and preserve their wealth to achieve their financial goals. They offer discretionary investment management and financial planning services, including investment analysis, asset allocation, and ongoing monitoring. They may also recommend sub-advisers to manage a portion of client assets.
Assets Under Management$110M
Clients56
Advisors1
Avg. per Client$2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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