Bonfire Financial is an investment management firm in Colorado that offers investment and wealth management, financial planning, and retirement plan advisory services. Bonfire Financial helps clients build, manage, and preserve their wealth to achieve their financial goals. Investment management includes investment analysis, asset allocation, and ongoing monitoring. Financial planning covers estate, tax, charitable, and cash flow objectives. Bonfire Financial also provides consulting services on a limited scope.
Fee Structure
Bonfire Financial charges a percentage of your portfolio each year for investment management services. The specific rate is agreed upon in your Investment Advisory Agreement, with a maximum fee of 1.20%. The fee is calculated on the average daily balance of the prior month and billed monthly in advance. Fees may vary based on the size of the account, complexity of the portfolio, or other reasons. Employees and their family related accounts are charged a reduced fee. You can terminate the agreement with written notice, and any unearned fee will be refunded.