Donald Bourne is a registered investment advisor at Bourne Lent Asset Managament, INC., based in Pawling, NY, with 4 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 83 clients with $340M 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 $2.0M | 1.00% |
| $2M+ | 0.60% |
Fees may be negotiable at the sole discretion of the Advisor. Certain legacy clients may be billed under a different fee schedule. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
12 E. Main Street, Pawling, NY, 12564
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bourne Lent Asset Managament, INC.
State Registrations1 state
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