Bountiful Investment Management offers comprehensive financial planning, consulting, and asset management services to individuals and high-net-worth clients. When managing investment portfolios, Bountiful Investment Management utilizes third-party sub-advisers to handle day-to-day trading and portfolio execution while monitoring performance and acting as a communication link. In addition to investment oversight, Bountiful Investment Management prepares full or modular written financial plans covering retirement, insurance, tax, estate, education, and real estate planning, as well as hourly consultations for specific financial questions.
Fee Structure
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% |
Fees are negotiable based on the type of client, complexity, account composition, and total portfolio value.