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- Custodian
- Assetmark ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-23-2010
- Office Locations
- 1
Office Locations
About Bonacorsi Wealth Management
Bonacorsi Wealth Management is an independent wealth management firm providing comprehensive financial planning and investment management for individuals and families, including business owners and entrepreneurs, especially around life-changing events. Portfolios commonly use ETFs and diversified public funds (with mutual funds/index strategies). Uses LPL Financial as a custodian and publishes Massachusetts fee tables for transparency.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT MICHAEL BONACORSI
Chief Compliance Officer, Manager
- CRD
- #2201011
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,253,850 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,253,850 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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