Bounds & Company offers investment advice to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and business organizations. Bounds & Company works with clients to understand their financial situation, goals, and risk tolerance. Based on this information, Bounds & Company will propose an investment portfolio. Bounds & Company reviews accounts regularly and rebalances or adjusts them as needed. Clients must notify Bounds & Company of any significant changes in their financial or personal circumstances.
Assets Under Management$5.8M
Clients62
Advisors1
Avg. per Client$94K
Avg. per Advisor$5.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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