A complete list of active advisors currently associated with Bonsai Advisors LLC

Warmer can help you find a great advisor at Bonsai Advisors LLC or one who fits your needs even better.

Bonsai Advisors LLC provides discretionary portfolio management, comprehensive financial planning, and model-portfolio services to a limited client base that includes individuals, trusts and estates, charitable organizations, and business entities. The firm manages a modest amount of client assets across discretionary and non‑discretionary accounts and offers access to third‑party money managers and TAMPs as part of its service mix. Bonsai typically documents each engagement with an Investment Policy Statement created using the firm’s proprietary software and generally exercises broad discretionary authority to implement strategies across equities, fixed income, funds, REITs, and insurance products. The firm conducts periodic account reviews (at least quarterly), employs block trading and pro‑rata allocations when aggregating trades, and may use third‑party platforms for model implementation and trade execution. Notable distinctions disclosed in the brochure include a common‑control affiliation with an insurance agency that shares employees and facilities, and a formal program to compensate unaffiliated referrers, both of which the firm identifies as potential conflicts of interest. Bonsai also states that it does not vote client proxies (clients retain or may appoint a third party to vote) and that some representatives engage in broker‑dealer activities, arrangements the firm discloses and seeks to manage.

To learn more about the advisors currently working at Bonsai Advisors 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.