BONSAI ADVISORS LLC

Overview

Bonsai Advisors LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and provides financial planning and portfolio management for individuals and small businesses. It also operates as a broker-dealer and maintains an affiliation with an insurance company, which aligns with its use of insurance products such as annuities. Bonsai does not identify as an active ESG investor, is not positioned as a pension consultant or capital allocator, and is not classified as a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices