Securities in accounts carried by NFS are protected in accordance with the Securities Investor Protection Corp ("SIPC") For details see www.sipc.org
Documents to Bring to Our First Meeting:
$1,000,000 minimum - Pre-retiree clients are required to make a monthly savings commitment.
Limited service accounts for clients that don't meet our Wealth Builder Portfolio Minimums - Pre-retiree clients are required to make a monthly savings commitment.
Bonner & Smith, LLC focuses on value and doesn't charge separately for financial planning and asset management, and we don't assess an annual account minimum retainer fee. We bundle our services to maximize the benefit to clients and offer one low easy to understand fee.
First $250,000 1.50%
Next $250,000 1.00%
Next $500,000 .75%
Next $1,500,000 .60%
Next $2,500,000 .50%
Above $5,000,000 .35%
*Multiple account balances may be grouped for billing.