Candace Bonella
Advisor at Primerica Advisors — Casper, WY East E Street
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63
Experience Industry experience
13 years
Location
Casper, WY 82601
Primerica Advisors
Institution
Candace Bonella is a financial advisor with Primerica Advisors in Casper, WY, holding a Series 63 designation and 13 years of industry experience. She has worked with multiple organizations, including PFS Investments Inc. and several Fremont County school districts, alongside her role at Primerica since 2008. Outside of financial advising, she co-owns a farm in Riverton, WY, sells farm products, and is involved in handyman services through Tumble B Enterprises, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
Casper, WY East E Street
341 East E Street, Suite 100
Casper WY 82601
Advisors at this office
5
Wyoming
13 years of industry experience
USDA FSA
2023 - Present • 3 years
Riverton, WY
PFS Investments inc
2012 - Present • 14 years
Casper, WY
Fremont County School Dis #24
2012 - Present • 14 years
Shoshoni, WY
Fremont County School Dis #6
2012 - Present • 14 years
Pavillion, WY
Riverton RV Sales & Service
2012 - Present • 14 years
Riverton, WY
Big Horn County School Dist. #4
2009 - Present • 17 years
Basin, WY
Primerica Financial services
2008 - Present • 18 years
Casper, WY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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