Bone Fide Wealth provides financial planning and investment management services tailored to millennials, young professionals, and entrepreneurs. Services include financial planning, financial education seminars, retirement plan consulting, and asset management. Bone Fide Wealth also refers clients to third-party asset managers. The firm uses economic, fundamental, and technical analysis to make investment decisions.
Assets Under Management$82M
Clients132
Advisors2
Avg. per Client$620K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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