Brian Bond is a CFP-designated registered investment advisor at Leverage Financial Advisory, based in Wilmington, MA, with 7 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 43 clients with $16M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Certain legacy clients may have fee arrangements that differ from our current standard fee schedule due to previous agreements and we may offer discounted advisory fees to family members, employees, and close associates.
Fee Estimator
Location
Wilmington, MA
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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.
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Brian owns and manages a residential real estate rental property, dedicating minimal time. He also serves on the Board of Trustees at the Lowell House Condominium Trust, spending minimal time in a non-compensated voluntary role.
Employment History
Current Registrations
Leverage Financial Advisory
State Registrations1 state
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