Bounds & Company is a registered investment advisor based in Highland Beach, Florida, that provides portfolio management services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and business entities. Founded in 2009 and managed solely by Christopher G. Bounds, Bounds & Company builds personalized investment portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, and other securities. The firm tailors its services to each client's specific financial goals, time horizon, and risk tolerance, and manages all accounts on a discretionary basis. Bounds & Company reviews accounts on a regular basis, at least quarterly, and maintains relationships with independent custodians like TD Ameritrade to hold client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are calculated quarterly in advance at a maximum rate of 2.00% annually. Advisory fees are negotiable in certain cases.