Richard Devick
Richard Devick is a CFP-designated registered investment advisor at Bond & Devick Wealth Partners, based in Saint Louis Park, MN, with 31 years of industry experience. Richard 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.
Contact
Richard Devick
Location
600 South Highway 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
Richard is an advisory board member for the University of MN International Adoption Clinic and a board member for People Serving People, both charities. He also serves as Treasurer/Secretary for Stony Point Properties LLC, which owns a house in Chicago, dedicating minimal time to this role.
Employment History
Current Registrations
Bond & Devick Wealth Partners
Previous Registrations
Advisornet Wealth Management
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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.
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