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1997 - Roth IRA accounts and conversions 1997 - Bonner & Smith transitioned to Fidelity Institutional platform for enhanced services, broader fund availability and lower costs 2000 - Fidelity eliminates beneficiary designation fees for taxable accounts 2001 - Tax efficient consolidated portfolio management and tax loss harvesting 2002 - American Funds introduces new lower expense ratio shares to RIA firms 2002 - 529 College America savings account at no cost to our clients 2002 - Bonner & Smith offers Account Builder Accounts for investors not meeting our Wealth Builder Account minimums 2002 - Bonner & Smith modular planning services (hourly, quarterly, annual services) 2002 - Pimco Total Return Institutional class funds available to Bonner & Smith 2004 - Bonner & Smith offers comprehensive financial, retirement and estate planning 2005 - Bonner & Smith provides assistance with no load long-term care and term life insurance 2005 - Susan Smith CFP® certificant (1988 - Keith Bonner CFP® certificant) 2005 - Fidelity Spartan Index Funds lowered expense ratio to .10 - .07 % 2005 - Fidelity eliminates $50 annual account fee 2006 - SIMPLE IRA Plans offered through Fidelity 2006 - Cash management accounts and unsupervised stocks 2007 - Bonner & Smith lowers annual management fees and eliminates initial setup fees 2007 - Bonner & Smith offers tax preparation and pays a portion of your costs 2007 - Bonner & Smith offers no cost CD through Fidelity Bond Trader Pro 2007 - Vanguard ETF to lower fund expenses 2007 - Keith Bonner, Life and Health Insurance Counselor 2007 - Susan Smith, Board Certified in Estate Planning (BCE) 2007 - 401(k) 403(b) courtesy account management for clients 2007 - Fidelity lowered fees for Bonner & Smith clients 2008 - Bonner & Smith offers estate planning services and pays a portion of your cost 2008 - Fidelity offers new no fee mySmart cash checking account 2009 - American Funds offers new lower expense share classes to RIA firms |
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Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
Time Line of Benefits and Services |
BONNER & SMITH, LLC |
