BB

Bart Richard Bonga

29 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
1,047 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.3B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.25%
$3.0M - $7.0M1.00%
$7.0M - $15.0M0.75%
$15M+0.50%

Fees may be negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$400 - $500/hr

Investment advisory fees are based on a percentage of assets under management, ranging from 0.25% to 1.50% annually. Fees are usually charged monthly or quarterly in advance. Stand-alone financial planning services are available at an hourly rate of $400 to $500, depending on the complexity and scope of work. Retirement plan consulting services are also offered, with fees ranging from 0.10% to 1.25% of plan assets or an hourly fee of $300-$1,200.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners
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Advisor Information

Office location

311 S. Wacker Drive, Suite 5900, Chicago, IL, 60606-6618

Get directions
Regulatory History (1)
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Regulatory
July 2008
Final
Employment History
Current Registrations
Rothschild Investment
September 1996 - Present · 29 yrs 4 mos
Rothschild Investment LLC Broker
September 1996 - Present · 29 yrs 4 mos
State Registrations35 states
ARAZCACOCTFLGAIAILINKSKYMAMEMIMNMOMSNCNENJNVNYOHOKORPASCSDTNTXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bart Richard Bonga - Financial Advisor | AdvisorDiscover