Bond & Devick Wealth Partners offers investment advice and asset management to help clients reach their financial goals. As a fiduciary, Bond & Devick is legally required to act in the client's best interest. The firm offers Comprehensive Portfolio Management, Asset Management, and Financial Planning & Consulting services. Bond & Devick is a Certified B Corporation, meeting standards of social and environmental performance, accountability, and transparency.
Fee Structure
Bond & Devick Wealth Partners offers two investment management services:
- Comprehensive Portfolio Management: The maximum annual fee is 1.25% of your portfolio. This service includes financial planning or consulting.
- Asset Management: The maximum annual fee is 1.00% of your portfolio.
Fees are based on a tiered schedule, where higher tiers have lower percentages. Fees are negotiable and billed quarterly in advance. For assets held away at custodians not directly accessible, Bond & Devick may use Pontera to manage these accounts, charging their standard advisory fee.
