Mark
Bonnett
Corepath Wealth Partners LLC
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About this Advisor
Mark Bonnett is a financial advisor based in Scottsdale, Arizona, working with Corepath Wealth Partners LLC. Mark has previously held positions at North Star Consultants, Inc & North Star Brokerage, Securian Financial Services, Inc, C.R.I. Securities, Inc, Minnesota Life Insurance Company, Bonnett Real Estate Group, Bonnett Investment Group, LLC, Black Gould, Corepath Wealth Partners LLC, Corepath Insurance Services, LLC, and Corepath Risk Solutions, LLC. Mark has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Mark is part of Corepath Wealth Partners LLC, which operates out of Scottsdale, Arizona. The firm has 3 offices and 15 employees. The firm manages assets totaling $348.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Corepath Wealth Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Corepath Wealth Partners LLC Brokerage Details
$348,224,500
15
1,988
$175,163
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mark Bonnett Work History
Corepath Wealth Partners LLC
Corepath Insurance Services, LLC
Corepath Risk Solutions, LLC
Bonnett Real Estate Group
Bonnett Investment Group, LLC
Black Gould
Minnesota Life Insurance Company
North Star Consultants, Inc & North Star Brokerage
Securian Financial Services, Inc
C.R.I. Securities, Inc
Disclosures
Please visit the SEC profile of Mark Bonnett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Corepath Wealth Partners LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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