Bonsai Financial Services offers investment management using an asset allocation methodology, aiming to maintain returns while managing risk. They also provide financial consulting services covering areas like tax, insurance, retirement, and estate planning. Investment advice is tailored to each client's goals, risk tolerance, and financial situation. Portfolios typically consist of exchange-traded funds, no-load or load-waived mutual funds, or variable annuity sub-accounts.
Assets Under Management$6.8M
Clients62
Advisors2
Avg. per Client$110K
Avg. per Advisor$3.4M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K+ | 1.50% |
Fees may be negotiable. There is an account size minimum of $100,000 which the firm may waive at its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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