Bonfire Financial is a registered investment advisor located in Colorado Springs, Colorado, offering discretionary investment management, holistic financial planning, and consulting services for individuals, high-net-worth clients, families, and small business owners. Bonfire Financial builds diversified portfolios using mutual funds, exchange-traded funds, alternative investments, structured notes, and interval funds, while tailoring strategies to each client's risk tolerance, time horizon, and goals. The firm also manages accounts held away from its primary custodian using order management systems and provides retirement plan consulting for employers. Bonfire Financial operates as a fiduciary, putting client interests first, and maintains affiliations with an insurance agency and a certified public accounting firm to offer coordinated wealth services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum investment advisory fee is 1.20%, or the firm may negotiate a flat dollar fee. Fees vary based on account size, complexity, and activity. Employee and family accounts receive reduced fees.