Bonfanti Investment Services provides financial planning and investment management services. Bonfanti Investment Services does not sell insurance or annuities. Michael Bonfanti, the owner, is affiliated with an entity that sells insurance. Bonfanti Investment Services offers asset management and financial planning services. Other professionals are engaged directly by the client. Conflicts of interest will be disclosed.
Assets Under Management$66M
Clients304
Advisors1
Avg. per Client$220K
Avg. per Advisor$66M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.90% |
| $2.0M - $2.5M | 0.85% |
| $2.5M+ | 0.85% |
The annual fee may be negotiable based on the complexity of the client’s situation. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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