Scott Bondurant is a registered investment advisor at Bondurant Investment Advisory, LLC, based in Evanston, IL, with 7 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 54 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
All fees are negotiable.
Fee Estimator
Location
805 Greenwood St Suite #1, Evanston, IL, 60201
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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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Scott is an investor and officer at Unearthed Land Technologies, spending a few hours per week. He is also an adjunct professor at Northwestern University and a trustee at Kenilworth Union Church, dedicating minimal time to the latter.
Employment History
Current Registrations
Bondurant Investment Advisory, LLC
State Registrations1 state
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