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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-30-2015
- Office Locations
- 2
Office Locations
About Bona Fide Finance
Bona Fide Finance is an independent, fee-only RIA focused on doctors, young professionals, and growing families. The team delivers comprehensive financial planning and investing guidance, with particular strength in student loan repayment strategy, tax-aware planning, and evidence-based portfolio construction. Investment research and model portfolios are led by a globally rooted advisor, and client portfolios are custodied through platforms including Charles Schwab.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BENJAMIN ROBERT MARTINEK
Advisor, Chief Compliance Officer, President
- CRD
- #6036183
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Dorian Antesic
Associate Advisor
- CRD
- #8169791
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,703,197 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,703,197 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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