How does the advisor help clients – Key Takeaways:
Bonner & Smith, LLC is a leading financial advisory firm that specializes in providing personalized and comprehensive financial planning and wealth management services to clients from all walks of life. With their team of experienced and knowledgeable advisors, they offer a wide range of financial services to help clients achieve their financial goals.
Facts and Insights
Established in 2001, Bonner & Smith, LLC has over 20 years of experience in the financial industry, making them a reliable and trusted partner for their clients. They currently have 50 advisors and manage over $1 billion in assets for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50 | 20+ years |
Financial Services Offered
Bonner & Smith, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more.
Client Types
Bonner & Smith, LLC serves various client types including high-net-worth individuals, families, and business owners. They also offer specialized services for women investors, LGBTQ+ community, and socially responsible investors.
Fees & Compensation
Bonner & Smith, LLC follows a fee-only compensation structure, which means they only charge a fee for their services and do not receive any commissions or incentives for recommending specific products or services. This ensures that their advisors act in the best interest of their clients at all times.
Background
Bonner & Smith, LLC was founded by John Bonner and Sarah Smith, both Certified Financial Planners (CFPs), with a vision to provide personalized and unbiased financial advice to their clients. Today, they have a team of experienced advisors who are dedicated to helping clients achieve financial success.
Financial Advisor Disclosures to Know
Bonner & Smith, LLC believes in complete transparency with their clients and therefore, they disclose all potential conflicts of interest and any disciplinary actions taken against their advisors on their website. This allows clients to make informed decisions and trust their advisors.