DB

Daniel Michael Bonkoski

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
71 advisors
Number of Clients
2,712 clients
Average Client Portfolio
$863K average
Assets Under Management
$2.3B

Fee Structure

Financial Plan Fee:$400 - $100,000
Hourly Rate:Up to $300/hr

AdvisorNet's annual investment management fee is negotiable but will not exceed 2.50% of assets under management. This fee does not include sub-advisor fees, trade execution costs, custody fees, or fund expenses. Financial planning fees range from $400 to $10,000 for initial plans, and $150 to $4,000 for regular/periodic reviews. Hourly rates for financial planning do not exceed $300 per hour. All financial planning and consulting fees are generally negotiable.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Advisor Information

Office location

1830 W Fulton Street, Suite 100, Rapid City, SD, 57702

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is an investment advisor representative at AdvisorNet Wealth Partners and a financial consultant at Financial Consultants of Rapid City, dedicating full-time hours to these roles. He also works as an insurance agent selling fixed insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
Advisornet Wealth Partners
August 2023 - Present · 2 yrs 5 mos
Cetera Wealth Services, LLCBroker
June 2023 - Present · 2 yrs 7 mos
Previous Registrations
Denver Wealth Management, INC.
April 2019 - June 2023 · 4 yrs 2 mos
LPL Financial LLC Broker
August 2015 - June 2023 · 7 yrs 10 mos
Colorado Financial Service Corporation Broker
March 2015 - August 2015 · 5 mos
Charles Schwab & Co., INC. Broker
December 2008 - May 2013 · 4 yrs 5 mos
State Registrations1 state
SD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daniel Michael Bonkoski - Financial Advisor | AdvisorDiscover