A complete list of active advisors currently associated with Bon Investments, LLC

Warmer can help you find a great advisor at Bon Investments, LLC or one who fits your needs even better.

Bon Investments provides discretionary and non-discretionary portfolio management primarily for individual clients and charges percentage-of-AUM advisory fees; its Form ADV reports roughly $75.5 million in regulatory assets under management across 56 client relationships. The firm's brochure lists portfolio management for individuals as the principal service and includes sections describing its fee arrangements and types of clients. The ADV sets out the firm’s methods of analysis and investment strategies, along with documentation of account review practices, brokerage practices, custody arrangements and investment discretion, indicating that these operational practices are disclosed in writing. Clients are served through the processes and disclosures contained in the brochure, including how accounts are monitored and reviewed. What distinguishes Bon Investments from many peers is the combination of a comparatively large asset base with a relatively small client roster, implying higher assets per client than is typical for independent advisers. The brochure also includes a section on performance-based fees and side-by-side management and multiple continuation pages of disclosures on conflicts, custody and proxy voting, features that are less common among firms of this size.

To learn more about the advisors currently working at Bon Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.