How does the advisor help clients – Key Takeaways:
Burton Bonfrisco, founder and managing member of Bonfrisco Wealth Management LLC, is a highly skilled financial expert with over 20 years of experience in the industry. He and his team at Bonfrisco Wealth Management are committed to providing personalized and comprehensive financial planning and investment management services to their clients. By utilizing their expertise and staying up-to-date on market trends and regulations, they are able to help their clients achieve their financial goals and secure their future.
Facts and Insights
Bonfrisco Wealth Management LLC is a registered investment advisory (RIA) firm based in New York City. As of December 2021, their assets under management totaled $200 million, with a team of 10 experienced advisors working for the firm.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business (years) |
|---|---|---|
| $200 million | 10 | 20+ |
Financial Services Offered
Bonfrisco Wealth Management LLC offers a wide range of financial services to individuals, families, and small businesses. This includes comprehensive financial planning, retirement planning, investment management, tax planning, and estate planning. They also provide customized investment solutions based on each client’s risk tolerance, time horizon, and financial goals.
Client Types
Bonfrisco Wealth Management LLC works with a diverse range of clients, including high-net-worth individuals, families, and small businesses. They also cater to different types of investors, including conservative, moderate, and aggressive investors. Their team has the expertise and resources to meet the unique financial needs of each client.
Fees & Compensation
Bonfrisco Wealth Management LLC charges a fee-based structure for their services. This means their compensation is not based on commissions, but rather on a percentage of the total assets they manage for their clients. This structure aligns their interests with those of their clients, as their success is directly tied to the success of their clients’ investments.
Background
Burton Bonfrisco founded Bonfrisco Wealth Management LLC in 2000 with the goal of providing top-notch financial planning and investment management services to clients. He has over two decades of experience in the financial industry and has a strong track record of helping clients achieve their financial goals. Bonfrisco is a certified financial planner (CFP) and a chartered financial analyst (CFA).
Financial Advisor Disclosures to Know
Bonfrisco Wealth Management LLC is a registered investment advisory firm regulated by the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in the best interests of their clients. They have a clean record with no disciplinary actions or regulatory sanctions. This transparency and commitment to ethical practices are integral to the firm’s approach and values.