BONACORSI WEALTH MANAGEMENT

Overview

Bonacorsi Wealth Management is an independent registered investment adviser that works primarily with individuals and families. The firm operates as a capital allocator, favoring equity exposure while offering financial planning and portfolio management for individuals and small businesses. Its advisory services also include selecting other advisers when clients need specialized capabilities. Investment activity shows a clear preference for exchange-traded equities as the core of client portfolios, supplemented by traditional mutual funds and a range of alternative strategies. The firm charges clients on an asset-based fee schedule as well as hourly and fixed-fee arrangements, which supports flexibility for both ongoing wealth management relationships and one-off planning engagements. Bonacorsi does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices