Stephane Bouvel
Stephane Bouvel is a registered investment advisor at Bouvel Investment Partners, LLC, based in Park City, UT, with 22 years of industry experience. Stephane 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, Financial Planning & Coaching, and 5 more. Their firm serves 206 clients with $370M 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 | 1.75% |
Annual fees generally range from 0.50% to 1.75% of assets under management and are negotiable.
Fee Estimator
Location
1090 Center Drive, Park City, UT, 84098
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
Stephane sells fixed life insurance, long-term care, fixed annuities, and disability insurance products. This activity takes minimal time.
Employment History
Current Registrations
Bouvel Investment Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
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.
Exams
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