Advisor at Bonfrisco Wealth Management LLC
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Firm
Bonfrisco Wealth Management LLC
Location
Cherry Hill, NJ 08002
Credentials
Series 65
Industry experience
13 years
Michael Bonfrisco is the sole advisor at Bonfrisco Wealth Management LLC in Cherry Hill, NJ, holding a Series 65 credential with 13 years of industry experience. He also owns and operates Bonfrisco Law Firm, where he has practiced law for over 25 years. Bonfrisco Wealth Management LLC provides ongoing portfolio management and fixed-fee financial planning primarily to individual and high-net-worth clients. The firm employs a combination of technical analysis and modern portfolio theory within a long-term trading approach, investing in mutual funds, equities, bonds, and fixed-income instruments, with all account reviews conducted by the sole managing member.
0.99% annually
Account minimum: $10,000 (may be waived) Fee-only: Fixed financial planning fees between $250 and $500
1522 Route 38
Cherry Hill, NJ 08002
New Jersey
Bonfrisco Wealth Management LLC
2012 - Present (14 years)
Bonfrisco Law Firm
2001 - Present (25 years)
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