Integrated Financial Planning, Retirement Planning, Tax Planning, Risk Assessment, Investment Management, Estate Planning
Portfolio design, implementation and reporting
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!
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
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
$1,000,000 minimum - Pre-retiree clients are required to make a monthly savings commitment.
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.
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.
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