About Bondurant Investment Advisory, LLC
Bondurant Investment Advisory, LLC is a renowned financial advisory firm providing services to clients across the nation. With years of experience in the industry, the firm has become a go-to source for individuals, families, and businesses seeking expert financial guidance and management.
How the Advisor Helps Clients – Key Takeaways:
Bondurant Investment Advisory, LLC works diligently to assist clients in reaching their financial goals. The firm believes in building strong, long-term relationships with clients and providing personalized solutions that cater to each individual’s unique needs. The key takeaways of how the advisor helps clients are:
- Comprehensive Financial Planning
- Investment Management
- Tax Planning
- Estate Planning
- Retirement Planning
Facts and Insights
The success of Bondurant Investment Advisory, LLC can be attributed to its commitment to providing transparent, unbiased, and professional services to its clients. Here are some facts and insights that showcase the company’s reliability and expertise:
| Assets Under Management | $500 million (as of 2020) |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered
Bondurant Investment Advisory, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These include:
- Portfolio Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Charitable Giving
Client Types
Bondurant Investment Advisory, LLC caters to a diverse clientele from different backgrounds and professions. The firm works with clients who have various financial goals and risk tolerance levels, including:
- Individuals and Families
- High Net Worth Individuals
- Business Owners
- Executives and Professionals
Fees & Compensation
Bondurant Investment Advisory, LLC charges clients based on a fee-only structure, meaning they do not receive any commissions or incentives from third-party entities. This ensures that the firm’s recommendations are entirely in the client’s best interest without any conflicts of interest.
The fees charged are based on a percentage of the client’s assets under management, typically ranging from 0.75% to 1.5%. The exact fee structure is determined based on the client’s specific needs and situation.
Background
Bondurant Investment Advisory, LLC was founded in 2011 by John Bondurant, a highly experienced and reputable financial advisor. With a team of dedicated and knowledgeable professionals, the firm has successfully served its clients through the highs and lows of the financial market.
Financial Advisor Disclosures to Know
As a registered investment advisor, Bondurant Investment Advisory, LLC is required to disclose any potential conflicts of interest or legal action taken against the firm or its advisors. Currently, there are no disclosures to report for the firm, demonstrating its commitment to professional and ethical behavior.