Bona Fide Finance
Assets Under Management
$14.0M
Number of Clients
51
Number of Advisors
1
Average Client AUM
$275K
AUM per Advisor
$14.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Bona Fide Finance, LLC provides financial planning and investment advisory services. Financial planning covers business planning, cash flow, college savings, employee benefits, insurance, investments, retirement, risk management, and tax strategies. Investment advisory services involve continuous advice on client funds based on individual needs, asset allocation, and portfolio management. They primarily advise on stocks, bonds, mutual funds, and ETFs.
Fee Structure
Financial planning fees are fixed and negotiable. The "Ask Me Anything" session is $550, paid in advance. The Comprehensive Review is $5,500, paid in installments. Hourly financial planning is $225 per hour, with a maximum upfront fee of $500. Ongoing Comprehensive Planning starts at $350/month, adjusted based on income and net worth. Investment advisory services are included with Ongoing Comprehensive Planning. Outside managers like Betterment and DFA charge separate fees (up to 0.15% and 0.29%, respectively). Retirement plan consulting fees are 0.35% of plan assets, with a $2,500 minimum annual fee.
Areas of Practice
Location
ND, United States
