Richard Bond is a registered investment advisor at Clear Net Worth, L.L.C., based in Baton Rouge, LA, with 14 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 23 clients with $18M 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 | 1.00% |
Fees are non-negotiable.
Fee Estimator
Location
Baton Rouge, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is a licensed real estate broker and owner at Clear Properties, LLC, dedicating about 10-20% to about a quarter of his time to sales and management. He is also an attorney and owner of The Bond Law Firm, LLC, spending about 10-20% of his time providing legal services, and an owner/partner of Bond Construction Company, LLC, spending about a quarter to nearly full-time hours on residential and commercial construction.
Employment History
Current Registrations
Clear Net Worth, L.L.C.
State Registrations2 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.