A complete list of active advisors currently associated with Bonfanti Investment Services, LLC

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

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.

To learn more about the advisors currently working at Bonfanti Investment Services, 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.

Name	Location	Years of experience
Michael Bonfanti	Prairieville, LA	22

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