About BONFANTI INVESTMENT SERVICES, LLC
BONFANTI INVESTMENT SERVICES, LLC is a leading financial advisory firm that provides expert guidance and advice to its clients. With years of industry experience and a team of highly qualified professionals, BONFANTI INVESTMENT SERVICES, LLC has established a reputation for excellence and trust.
How does the advisor help clients – Key Takeaways:
- Provides customized investment strategies based on each client’s specific needs and goals
- Offers comprehensive financial planning services, including retirement planning, tax planning, and estate planning
- Utilizes a disciplined and research-driven approach to investment management
- Regularly communicates with and educates clients to ensure they have a clear understanding of their financial situation
- Provides ongoing support and guidance to help clients navigate changing market conditions
Facts and Insights
BONFANTI INVESTMENT SERVICES, LLC has assets under management (AUM) of $500 million and a team of 15 experienced and highly qualified advisors. The firm has been in business for over 20 years, serving a diverse range of clients.
| Year Founded | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 1998 | 15 | $500 million |
Financial Services Offered
BONFANTI INVESTMENT SERVICES, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Education Planning
Client Types
BONFANTI INVESTMENT SERVICES, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small Business Owners
- High Net Worth Individuals
- Corporate Executives
Fees & Compensation
BONFANTI INVESTMENT SERVICES, LLC strives to be transparent and straightforward about its fees and compensation structure. The firm charges a fee based on a percentage of AUM, which ensures that their interests are aligned with those of their clients. Additionally, the firm does not receive any commissions or compensation from any third party, allowing them to provide unbiased and objective advice.
Background
BONFANTI INVESTMENT SERVICES, LLC was founded by John Bonfanti, a highly respected and experienced financial advisor, in 1998. Throughout his career, Mr. Bonfanti has remained committed to putting his clients’ interests first and helping them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, BONFANTI INVESTMENT SERVICES, LLC is required to disclose any potential conflicts of interest and any disciplinary actions taken against the firm or its advisors. At this time, BONFANTI INVESTMENT SERVICES, LLC has no disclosures to report, further emphasizing their commitment to transparency and ethical practices.