Jean Bouvel is a registered investment advisor at Bouvel Investment Partners, LLC, based in Phoenixville, PA, with 26 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 206 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual fees generally range from 0.50% to 1.75% of assets under management and are negotiable.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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.
Exams
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