Michelle Kpissay is a CFP-designated registered investment advisor at Bond & Devick Wealth Partners, based in Saint Louis Park, MN. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 518 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bond & Devick Wealth Partners charges an annual fee based on the value of the investments managed, billed quarterly in advance. The fee structure depends on the service level chosen:
- Comprehensive Portfolio Management — Maximum annual fee of 1.25% of the portfolio value.
- Asset Management — Maximum annual fee of 1.00% of the portfolio value.
Fees are typically based on a tiered schedule where larger portfolios pay a lower percentage, though flat percentages may apply in some cases. Fees are negotiable. For accounts with margin, fees are calculated based on the total asset long value rather than net equity.
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.
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Current Registrations
Bond & Devick Wealth Partners
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.
Exams
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