Joel Regier
Joel Regier is a registered investment advisor at Bondurant Investment Advisory, LLC, based in Evanston, IL, with 5 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 54 clients with $110M 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 - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
All fees are negotiable.
Fee Estimator
Location
805 Greenwood St Suite #1, Evanston, IL, 60201
Get directionsHistory
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 ActivitiesSells Insurance
Joel teaches adult financial education classes through Regier Private Wealth Management, dedicating minimal time. He also refers opportunities for merchant processing and telecom sales for Candid Solutions, spending a few hours per week, and sells/services insurance products (life, long-term disability, long-term care), dedicating about half his time.
Employment History
Current Registrations
Bondurant Investment Advisory, LLC
Previous Registrations
Millennium Investment and Retirement Advisors, LLC
Brookstone Capital Management LLC
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.