Securities offered through Securities America, Inc., member FINRA/SIPC. Jerome P. Bonnett, Jr., CFP®, ChFC®, Registered Representative. Advisory services offered through Securities America Advisors, Inc. Jerome P. Bonnett, Jr., Investment Advisor Representative. Bonnett Wealth Management and Securities America companies are unaffiliated. Securities Licensed in CA, CO, GA, IL, IA, KS, NE, NC. Insurance Licensed in CO, IA, KS, NE. Advisory Licensed in NE. Click here to read our Disclosures and our Privacy Policy.
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Wealth Managers and Financial Advisors are compensated in a number of ways – by commissions, by a combination of fees and commissions, or by fees-only. Bonnett Wealth Management is predominantly a fee-only firm.
That means our success is tied directly to the success of our clients. Our main source of compensation is the fee clients pay based upon the assets they have under management. Those fees compensate us for our investment consulting, financial planning and relationship management.
To provide our clients with responsive service, we have established a $2 million minimum of investable assets. With all the personalized service we deliver we think our fees are fair and reasonable.
