Bond Financial Planning offers wealth management services, including investment management and financial planning, to individuals and high net worth individuals. Investment management involves creating a portfolio strategy and constructing a portfolio of exchange-traded funds, mutual funds, and individual securities. Financial planning services are offered as a one-time engagement or on an ongoing basis, covering areas like investment planning, retirement planning, and insurance needs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
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 | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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