Paul
Bonapart
Commonwealth Financial Network
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About this Advisor
Paul Bonapart is a financial advisor working out of Corte Madera, California with a total of 22 years of industry experience. Bonapart works at Commonwealth Financial Network. Bonapart has gained experience at Commonwealth Financial Network and Financial Security Plng. Svcs. Bonapart has a Series 63 license, designating them as a securities representative, and can advise clients in California. Commonwealth Financial Network is a registered investment firm that has its headquarters in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 people on staff. It handles $146 billion in assets under management across its 585,629 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are held by high-net-worth clients who have at least $1 million in assets. Commonwealth Financial Network provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees typically are based on which service is offered. However, fees charged by Commonwealth Financial Network can be comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Paul Bonapart Work History
Paul has been registered as a financial advisor for 22 years.*
Financial Security Plng. Svcs
Commonwealth Financial Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paul Bonapart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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