About BONWELL CAPITAL MANAGEMENT, LLC
BONWELL CAPITAL MANAGEMENT, LLC is a premier financial management firm that offers expert advice and services to clients seeking to improve their financial health. The firm operates with a team of experienced financial advisors who are dedicated to helping clients navigate complex financial situations and achieve their long-term financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Offers customized investment strategies tailored to each client’s unique needs and goals
- Provides ongoing support and guidance to clients to help them stay on track towards their financial goals
Facts and Insights
BONWELL CAPITAL MANAGEMENT, LLC has been in business for over 15 years, serving clients across the United States. The firm has built a reputation for its transparent and client-focused approach, earning the trust of numerous satisfied clients.
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
- Comprehensive financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Business planning
Client Types
- Individuals/Families
- High-net-worth clients
- Business owners/entrepreneurs
- Professionals/Executives
Fees & Compensation
BONWELL CAPITAL MANAGEMENT, LLC charges a competitive fee based on a percentage of the assets under management. This fee covers all financial planning and investment management services. The firm has a fiduciary duty to act in the best interest of its clients, therefore avoiding any conflicts of interest.
Background
The team at BONWELL CAPITAL MANAGEMENT, LLC consists of highly experienced and knowledgeable financial advisors who are committed to providing exceptional service to their clients. The firm is led by John Bonwell, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry.
Financial Advisor Disclosures to Know
BONWELL CAPITAL MANAGEMENT, LLC has a clean disciplinary record, with no legal or disciplinary actions taken against the firm or its advisors. The firm believes in transparency and makes all necessary disclosures available to clients.