Fees and Minimums
How we are compensated for the services we provide our clients.
Comprehensive Wealth Management
Bond&Devick Wealth Partners is a Registered Investment Advisor (RIA) firm which makes us a fee only fiduciary company. This means we charge a transparent fee based on your assets we manage. The current rate is between 0.75% - 1.25%, depending on the amount of assets under management. Our minimum is typically $1,000,000 of investable assets; however, our services are also available to investors who are actively investing for their future at a lower level of assets. For most of our clients this includes comprehensive wealth management with the fee generally paying for most of the services we provide including, but not limited to tax planning, retirement planning, investment planning, risk assessment, cash flow, education planning, etc. However, from time to time we must charge additional flat fees for providing extra services such as helping clients with probate and in-depth estate planning. All additional fees will be discussed and agreed upon in advance. You will never receive a "surprise" bill from us.