Robert Bond is a registered investment advisor at Bright Vision Wealth, based in The Woodlands, TX, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 28 clients with $20M 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 $250K | 0.99% |
| $250K - $500K | 0.89% |
| $500K - $1.0M | 0.79% |
| $1.0M - $2.0M | 0.69% |
| $2.0M - $3.0M | 0.59% |
| $3M+ | 0.49% |
Fee is negotiable based on the size of the account. Client may aggregate accounts to achieve a lower rate. This fee applies when Bright Vision Wealth acts as a co-advisor. When acting as a solicitor, Bright Vision Wealth does not charge a separate fee but receives a portion of the third-party advisor's fee, typically ranging from 0.50% to 1.25%.
Fee Estimator
Location
25211 Grogan'S Mill Rd, Suite 323, The Woodlands, TX, 77380
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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.
Learn about disclosures →Other Business Activities
Robert is the owner of The Bond Law Firm, an estate planning and probate law firm, dedicating nearly full-time hours to it. He also owns several other management and service-oriented firms, including a tax preparation service, self-storage facility, and firms managing other organizations and family assets, but spends minimal time on each of these.
Employment History
Current Registrations
Bright Vision Wealth
Previous Registrations
Rightway Investments, PLLC
State Registrations1 state
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