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Bonner & Smith, Llc
Lubbock, Texas
BONNER & SMITH, LLC, headquartered in Lubbock, TX, is a reputable investment advisory firm catering to a diverse clientele. With over 180 individual clients, they oversee an impressive $207,635,000 in assets under management. Despite being a small firm, they possess the necessary expertise to effectively manage employer funds in addition to 401K and individual accounts, which collectively make up less than 30% of their assets.
Specializing in discretionary asset management, Bonner & Smith primarily serves high-net-worth individuals, exemplifying their ability to handle substantial portfolios. The firm's compensation structure enc...see more
Assets Under Mgmt
$207.64M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Bonner & Smith, Llc
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