NB
NB

Nicholas Mcgeorge Bundy

3 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net WorthCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
60 clients
Average Client Portfolio
$11.1M average
Assets Under Management
$665.6M

Fee Structure

Minimum Investment:$10M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.15%
$5.0M - $10.0M0.60%
$10.0M - $20.0M0.50%
$20M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$15,000
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Location

1595 Spring Hill Road, Suite 305, Tysons Corner, VA, 22182

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Harbour Capital Advisors, LLC
January 2022 - Present · 4 yrs 1 mo
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.
Nicholas Mcgeorge Bundy - Financial Advisor | TrueAdvisor