Sabrina Fay is a CFP, ChFC-designated registered investment advisor at Bond & Devick Wealth Partners, based in Saint Louis Park, MN, with 12 years of industry experience. Sabrina 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, Investment Management, and 2 more. Their firm serves 439 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bond & Devick Wealth Partners offers two investment management services:
- Comprehensive Portfolio Management: The maximum annual fee is 1.25% of your portfolio. This service includes financial planning or consulting.
- Asset Management: The maximum annual fee is 1.00% of your portfolio.
Fees are based on a tiered schedule, where higher tiers have lower percentages. Fees are negotiable and billed quarterly in advance. For assets held away at custodians not directly accessible, Bond & Devick may use Pontera to manage these accounts, charging their standard advisory fee.
Location
600 South Hwy 169, Suite 675, Saint Louis Park, MN, 55426
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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
Sabrina is involved in several outside business activities, including business ownership, board memberships, and advising for a women's certificate program at Minnesota State University. These activities require minimal time commitment, ranging from zero to a few hours per week.
Employment History
Current Registrations
Bond & Devick Wealth Partners
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
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.