Bouvel Investment Partners provides personalized investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm creates custom investment portfolios using various asset allocation strategies tailored to each client's specific goals, risk tolerance, and time horizon. Bouvel's investment approach encompasses individual stocks, exchange-traded funds, mutual funds, and cash equivalents, utilizing fundamental and technical analysis. In addition to managing investments, Bouvel offers ancillary financial planning covering cash flow, retirement needs, tax efficiency, estate considerations, and insurance management. Clients can also engage Bouvel for standalone financial planning and consulting services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual fees generally range from 0.50% to 1.75% of assets under management and are negotiable.