• Integrated Financial Planning​, Retirement Planning, Tax Planning, Risk Assessment, Investment Management, Estate Planning

  • Portfolio design, implementation and reporting

schedule a meeting.

HOW TO SCHEDULE AN INITIAL CONSULTATION MEETING


1. Call to schedule a complimentary initial meeting (806) 798-1880 
2. Click here to download the Initial Meeting Questionnaire (pdf)
3. Print and complete the questionnaire.
4. Fax, mail or bring the completed form to the office.

 

5807 63rd Street, Suite 300 Lubbock, TX 79424
TEL 806 798-1880 
FAX 806 798-0083
We look forward to meeting you!


Documents to bring to our first meeting:

  • 2 pay stubs
  • 2 previous years tax returns
  • Social Security statement
  • Brokerage, retirement and workplace savings statement
  • W-2s

 

Our Services


Registered investment advisor

  • Personal interaction with clients
     

  • Fees based on asset size rather than transactions
     

  • Continual monitoring of portfolios
     

  • Independent custody of portfolio assets at Fidelity
     

  • Protection of your assets with Fidelity's clearing firms, National Financial Services LLC ("NFS")
     

  • Securities in accounts carried by NFS are protected in accordance with the Securities Investor Protection Corp ("SIPC")  For details see www.sipc.org
     

​​Benefits

  • Active Management
  • Continual monitoring – Daily 
  • Portfolio Implementation
  • Performance reporting 
  • Personalized service 
  • Long-term advisor-client relationship 
  • Prompt resolution to your questions and concerns 
  • Advisor availability
     

Clients receive confirmations of every transaction and a monthly account statement from Fidelity Investments.

A quarterly summary of the portfolio and its performance from Bonner & Smith for Wealth Builder Portfolios.

Account balances are accessible 24/7 daily through Fidelity Investments website. www.fidelity.com

Clients are encouraged to schedule a meeting to review annual performance or to discuss changes in their objectives, risk tolerance or time horizon

  .

Financial Planning & Asset under management

Fee schedule


Wealth Builder Portfolio

$1,000,000 minimum - Pre-retiree clients are required to make a monthly savings commitment.


Account Builder Portfolio

Limited service accounts for clients that don't meet our Wealth Builder Portfolio Minimums - Pre-retiree clients are required to make a monthly savings commitment.


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.   


ANNUAL FEE :


First $250,000 1.50%
Next $250,000 1.00%
Next $500,000 .75%
Next $1,500,000 .60%
Next $2,500,000 .50%
Above $5,000,000 .35%


Multiple account balances may be grouped for billing.