Securities in accounts carried by NFS are protected in accordance with the Securities Investor Protection Corp ("SIPC") For details see www.sipc.org
We do not sell products or insurance policies.
Documents if available to bring to our first meeting:
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.