Bona Fide Finance, LLC is a registered investment advisor founded in 2015, based in Mandan, North Dakota. The firm offers comprehensive financial planning, ongoing wealth management, retirement plan consulting for businesses, and educational seminars. Bona Fide Finance specializes in helping individuals and families navigate complex financial situations, including retirement planning, tax strategies, cash flow and debt management, employee benefits optimization, insurance review, college savings, and estate planning. Investment management services are bundled with ongoing comprehensive planning or provided through outside managers like Betterment Advisor Solutions and Dimensional Fund Advisors. The firm operates with a fiduciary duty to act in clients' best interests and does not have an account minimum requirement.
Fee Structure
Investment management is included at no additional charge for clients who subscribe to the ongoing comprehensive planning service and is not offered as a standalone service. However, clients will pay fees charged by outside managers used to help manage portfolios:
- Betterment Advisor Solutions charges up to 0.15% per year of your account balance.
- Dimensional Fund Advisors charges 0.29% per year on securities held in the account.
