Bountiful Investment Management offers asset management services by utilizing sub-advisers to manage client accounts. Bountiful Investment Management monitors the sub-advisers' performance. The firm also offers financial planning services, including full and modular written financial plans and consultations. Bountiful Investment Management may also provide educational seminars and workshops.
Assets Under Management$130M
Clients730
Advisors3
Avg. per Client$180K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Investment advisory fees charged by Bountiful Investment Management include the fees charged by the Sub-Adviser. Bountiful Investment Management receives a portion of the fee charged by the sub-adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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