Bona Fide Wealth is a registered investment advisor founded in 2024 and based in Austin, Texas. The firm offers active asset management and comprehensive financial planning to individuals and high-net-worth clients. Bona Fide Wealth builds tailored portfolios using modern portfolio theory, focusing on long-term growth and asset allocation. Clients receive ongoing investment monitoring, portfolio rebalancing, and regular communication. For clients seeking investment management, ongoing financial planning is included as part of the service. The firm also offers standalone financial planning and consulting projects for a flat fee. Bona Fide Wealth manages accounts on a discretionary basis, meaning they make investment trades on your behalf without needing prior approval for each trade, while ensuring portfolios align with your stated risk tolerance and goals. The firm primarily recommends Charles Schwab as the custodian for client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.50% |
| $6M+ | 0.50% |
Fees for amounts over $6,000,000 are negotiable. Ongoing financial planning is included with asset management services.
