Jean Bouvel is a registered investment advisor at Bouvel Investment Partners, LLC, based in Phoenixville, PA, with 25 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 214 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bouvel Investment Partners charges an annual fee based on a percentage of the assets they manage. This fee is negotiable and charged quarterly in advance. The specific fee depends on factors such as the representative assigned, the amount invested, and the complexity of the engagement. Clients may experience differences in account performance compared to similarly situated clients due to fee variations.
Location
1220 Valley Forge Road, Suite 43, Phoenixville, PA, 19460
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jean is a co-owner of an office building since 2012, spending minimal time on rental and managerial duties. This activity is not investment-related and does not occur during security trading hours.
Employment History
Current Registrations
Bouvel Investment Partners, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.