Manuel Rezendes
Manuel Rezendes is a registered investment advisor at Bountiful Investment Management LLC, based in Rumford, RI, with 12 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 560 clients with $160M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable based on the type of client, complexity, account composition, and total portfolio value.
Fee Estimator
Location
225 Newman Ave, Suite 300, Rumford, RI, 02916
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
Manuel is a regional director at Euclid Financial Services, focusing on insurance and fixed product planning since 2010. This activity takes about half of his time during securities hours.
Employment History
Current Registrations
Bountiful Investment Management LLC
Previous Registrations
Citizens Securities, INC.
State Registrations9 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.
Exams
More Advisors
- Joshua WellsBountiful Investment Management LLC