Bondurant Investment Advisory offers investment management services based on clients' financial situations, goals, and risk tolerance. They analyze investments and implement portfolios. They also offer financial planning services, including estate, insurance, education, retirement, cash flow, and tax planning. Bondurant may recommend private fund managers and real estate funds.
Assets Under Management$110M
Clients54
Advisors3
Avg. per Client$2.1M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$1M
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 - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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