BONE FIDE WEALTH

Overview

Bone Fide Wealth is an independent registered investment adviser operating as a limited liability company and organized as an owner-operated firm. The firm acts as a capital allocator for a mix of individual, family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Their compensation model includes a percentage of AUM alongside hourly and fixed-fee arrangements, allowing flexibility for both ongoing advisory relationships and project-based work. Investment activity is equity-oriented: exchange-traded equities represent the largest single bucket of assets under management and the firm lists a clear preference for equities in client portfolios. Bone Fide Wealth is not identified as an active ESG investor and is not registered as a multi-state adviser. The firm also positions itself to deploy capital into third-party managers and alternative strategies as part of its client solutions.

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Location & Offices