CB
CB

Christopher Bounds

18 Years of Experience
Ocean Ridge, FL

Christopher Bounds is a registered investment advisor at Bounds & Company, LLC, based in Ocean Ridge, FL, with 18 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 62 clients with $5.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
62 clients
Average Client Portfolio
$94K average
Assets Under Management
$5.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable in certain cases.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Ocean Ridge, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher is a managing member and principal of Bounds Investments, LLC, spending about 10-20% of his time managing an investment vehicle. He also dedicates minimal time as a manager for Bounds AG Service Holdings Corporation and Davis Ranch, LLC.

Employment History
Current Registrations
Bounds & Company, LLC
December 2009 - Present · 16 yrs 5 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - November 2009 · 1 yr 10 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.