Teresa Devick
Teresa Devick is a registered investment advisor at Bond & Devick Wealth Partners, based in Saint Louis Park, MN, with 9 years of industry experience. Teresa 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, Investment Management, and 2 more. Their firm serves 439 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bond & Devick Wealth Partners offers two investment management services:
- Comprehensive Portfolio Management: The maximum annual fee is 1.25% of your portfolio. This service includes financial planning or consulting.
- Asset Management: The maximum annual fee is 1.00% of your portfolio.
Fees are based on a tiered schedule, where higher tiers have lower percentages. Fees are negotiable and billed quarterly in advance. For assets held away at custodians not directly accessible, Bond & Devick may use Pontera to manage these accounts, charging their standard advisory fee.
Location
600 South Hwy 169, Suite 675, Saint Louis Park, MN, 55426
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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
Teresa is a board member for CROSS Services, a food shelf housing support organization, dedicating a few hours per week. Teresa also serves as President of Stony Point Properties LLC, which owns a house in Chicago, spending minimal time on HOA issues and processing rent.
Employment History
Current Registrations
Bond & Devick Wealth Partners
State Registrations1 state
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