Stephen
Bonder
Fiduciary Wealth Partners, LLC
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About this Advisor
Stephen Bonder is a financial advisor based in Boston, Massachusetts, working with Fiduciary Wealth Partners, LLC. Stephen has previously held positions at Blum Shapiro & Company, Pc, Clifton Larson Allen Llp, and Fiduciary Wealth Partners LLC. Stephen has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Stephen is part of Fiduciary Wealth Partners, LLC, which operates out of Boston, Massachusetts. The firm has 8 employees and manages assets totaling $1.3 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Fiduciary Wealth Partners, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fiduciary Wealth Partners, LLC Brokerage Details
$1,325,354,360
8
472
$2,807,954
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Stephen Bonder Work History
Fiduciary Wealth Partners LLC
Clifton Larson Allen Llp
Blum Shapiro & Company, Pc
Disclosures
Please visit the SEC profile of Stephen Bonder 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 Fiduciary Wealth Partners, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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