How does the advisor help clients – Key Takeaways:
Bonsai Partners provides comprehensive financial planning and investment management services to clients. They aim to help clients achieve their financial goals and secure their financial future through personalized strategies and expertise.
Facts and Insights:
- Assets Under Management: Bonsai Partners manages over $500 million in assets, according to their most recent Form ADV filing.
- Number of Advisors: The firm has a team of 10 experienced advisors.
- Time in Business: Bonsai Partners has been in business for over 15 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered:
Bonsai Partners offers a wide range of financial services to cater to clients’ diverse needs, including:
- Financial planning
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types:
Bonsai Partners serves a variety of client types, including:
- Individuals and families
- High-net-worth individuals
- Small business owners
- Corporate executives
- Retirees
- Trusts and foundations
Fees & Compensation:
Bonsai Partners works on a fee-only basis, meaning they do not receive commissions or any other form of compensation for recommending certain products or services to clients. Their fees are based on a percentage of assets under management and may also include fixed fees for financial planning services.
Background:
Bonsai Partners was founded by a team of financial experts who shared a passion for helping clients achieve financial success and security. Their team is made up of experienced professionals with diverse backgrounds and expertise, allowing them to provide a well-rounded and comprehensive approach to financial planning and investment management.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Bonsai Partners is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. They also have a clean record with regulatory bodies and have not faced any disciplinary actions or customer complaints.