Justin Bonavitacola
Advisor at Axxcess Wealth Management, LLC
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.
Advisor at Axxcess Wealth Management, LLC
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.
Location
Valencia, PA
Credentials
Series 63, Series 65
Industry experience
18 years
Justin Bonavitacola is a financial advisor at Axxcess Wealth Management, LLC with 18 years of industry experience. He previously worked at Lincoln Financial Distributors, Inc for 10 years before joining Axxcess Wealth Management in 2024. He holds Series 63 and Series 65 licenses. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis to manage customized multi-asset portfolios and offers distinctive third-party asset management platform capabilities that support multiple managers and consolidated reporting.
Based on Axxcess Wealth Management, LLC
Based on Axxcess Wealth Management, LLC
Fixed fees negotiable based on nature and complexity of services
$0+: 0.15% annually +: up to 2.00% annually
Hourly fees range from $100 to $500 per hour
Performance-based fees charged to Qualified Clients per investment advisory agreement, additional to asset-based fees
Minimum fee: Annual account fee as stated in the Client’s investment advisory agreement Fee-only: Fees charged based on assets under management, financial planning on hourly or fixed fee basis ($100 to $500 per hour, fixed fees negotiable)
Valencia, PA
Pennsylvania · West Virginia
Vandalia Wealth Management Incorporated
2026 - Present (1 year)
Axxcess Wealth Management, LLC
2024 - Present (2 years)
Lincoln Financial Distributors, INC
2014 - 2024 (10 years)
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