Philip Bonelli
Investment Adviser Representative at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $5 million | 1.00% |
| Next $5 million | 0.75% |
| Above $10 million | 0.50% |
Clearstead; Clearstead Advisory Solutions Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
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