Bonfanti Investment Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,223,000
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
301
11% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
301
Very HighAverage account size
$216,688
About
Bonfanti Investment Services, LLC provides fee-based discretionary investment management and financial planning to individuals (including high-net-worth clients) and to retirement plans, including 401(k), 403(b), pension and profit-sharing plans. The firm offers ongoing portfolio management, hourly financial planning and consulting, and conducts educational seminars and workshops open to the public.
Portfolio management is tailored to each client’s goals, time horizon and risk tolerance, with investment selection informed by modern portfolio theory as well as fundamental, cyclical and technical analysis. The firm documents client objectives in investment policy statements or risk tolerance forms, conducts periodic account reviews, and discloses that it operates under fiduciary standards.
Distinctive features include a notably large client load for a solo independent advisor (approximately 301 clients managed by a single advisor) and sponsorship of a legacy wrap fee program that is not offered to new clients. The firm’s managing member also maintains a licensed insurance practice (approximately 5% of his time), a disclosed affiliation the firm says is mitigated by procedures and fiduciary obligations, and the firm provides limited-scope ERISA 3(21) fiduciary services to retirement plans.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
General estate planning guidance
Trust structures (GRAT, IDGT, revocable)
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Retired
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.95% annually $1,500,001 - $2,000,000: 0.90% annually $2,000,001 - $2,500,000: 0.85% annually Over $2,500,000+: Negotiable
$150 per hour (negotiable) for financial planning and consulting
Fee-only: Financial planning and consulting at $150 per hour (negotiable)
Main office location
Bonfanti Investment Services, LLC
14279 Hwy 73
Prairieville LA 70769, United States
Number of offices
1
Most active in
Bonfanti Investment Services, LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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.
Forms ADV
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