Dylan Bond
Dylan Bond is a registered investment advisor at Bond Financial Group, INC., based in East Longmeadow, MA, with 20 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 219 clients with $44M 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 |
|---|---|
| $0K - $500K | 1.75% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.0M | 1.55% |
| $2.0M - $2.5M | 1.45% |
| $2.5M - $3.0M | 1.25% |
| $3.0M - $3.5M | 1.15% |
| $3.5M+ | 1.15% |
Fees negotiable above $3,500,000.00
Fee Estimator
Location
180 Denslow Rd., Suite 2, East Longmeadow, MA, 01028
Get directionsHistory
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 ActivitiesSells Insurance
Dylan sells and services fixed annuities, life insurance, and long-term care insurance. This activity takes a full-time commitment.
Employment History
Current Registrations
Bond Financial Group, INC.
Previous Registrations
Global Financial Private Capital, LLC
Kalos Management
Woodstock Financial Group, INC.
Ing Financial Partners, INC
Usallianz Securities, INC.
State Registrations3 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.