Bonsai Advisors LLC

Overview

Bonsai Advisors LLC is an independent, fee-based registered investment adviser organized as an LLC that focuses on individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and operates a broker-dealer business in conjunction with its advisory practice. Compensation is primarily a percentage-of-AUM fee. According to the available profile, Bonsai Advisors does not position itself as an ESG investor and is not described as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices