Bonfanti Investment Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$65,223,000
Clients
301
Advisors
1
of 1 employees
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
Expertise
Occupation focus
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
14279 Hwy 73
Prairieville LA 70769
Advisors at this office
1
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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