Yves-Marc Courtines is a CFA, CFP-designated registered investment advisor at Boundless Advice LLC, based in Manhattan Beach, CA, with 10 years of industry experience. Yves-Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Investment Management, Retirement Planning, Tax Planning. Their firm serves 12 clients with $15M 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 | 1.25% |
Standard advisory fee for new Comprehensive Financial Planning clients. For Investment Management-only clients, the annual advisory fee is 2.00% of assets under management and is negotiable. The above annual advisory fee is in addition to the agreed annual financial planning fee.
Fee Estimator
Location
Manhattan Beach, CA
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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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Yves-Marc is a member and Chair of the Advisory Council of CFA Society Los Angeles' Wealth Management Excellence Summits since 2016. This continuing education endeavor takes a few hours per week, with a portion of that time during securities trading hours.
Employment History
Current Registrations
Boundless Advice LLC
Previous Registrations
Roth Capital 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.