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How does the advisor help clients – Key Takeaways:
BONIFACIO & COMPANY, LLC is a financial advising firm that helps clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they provide a wide range of financial services to clients of all types. Their transparent fee structure and commitment to client satisfaction make them a highly trusted and sought-after advisor in the industry.
Facts and Insights
BONIFACIO & COMPANY, LLC was founded in 2008 and has since grown to manage over $500 million in assets under management. Their team consists of 10 advisors who specialize in various areas of finance, such as retirement planning, investment management, and tax planning. With decades of combined experience, their advisors have a deep understanding of financial markets and strategies for success.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 Million | 10 | Founded in 2008 |
Financial Services Offered
BONIFACIO & COMPANY, LLC offers a comprehensive range of financial services to help clients achieve their unique financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Risk management
- Education funding planning
Client Types
The team at BONIFACIO & COMPANY, LLC works with clients of all types, including high net worth individuals, families, and businesses. They also have a specialty in working with medical professionals and executives.
Fees & Compensation
BONIFACIO & COMPANY, LLC operates on a fee-only basis, meaning they do not earn commissions from any financial products they recommend. This eliminates any potential conflicts of interest and allows their advisors to always act in the best interest of their clients. Their fees are based on a percentage of assets under management, ensuring their goals are aligned with those of their clients.
Background
BONIFACIO & COMPANY, LLC was founded by John Bonifacio with a vision to provide top-quality financial advice and planning to clients. With over 25 years of experience in the industry, John is a certified financial planner and a chartered financial analyst. He has assembled a team of advisors with diverse backgrounds and expertise to provide the best possible service to their clients.
Financial Advisor Disclosures to Know
All advisors at BONIFACIO & COMPANY, LLC are registered with the Securities and Exchange Commission (SEC) and operate under a fiduciary standard. This means they are legally obligated to always act in the best interest of their clients. They also have a strict code of ethics and disclose any potential conflicts of interest to their clients.