How does the advisor help clients – Key Takeaways:
As an expert in the field of finance and investments, BOUNDS & COMPANY, LLC provides a range of services to help clients achieve their financial goals. Through personalized and strategic financial planning, they assist individuals, families, and businesses in making sound financial decisions.
Facts and Insights
Here are some key facts and insights about BOUNDS & COMPANY, LLC:
- Their asset under management is $500 million.
- They have 10 advisors on their team.
- They have been in business for 15 years.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
BOUNDS & COMPANY, LLC offers a wide range of financial services to their clients, including:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance solutions
Client Types
They provide financial services to a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- High net worth individuals
- Corporate executives
Fees & Compensation
BOUNDS & COMPANY, LLC believes in transparency when it comes to their fees and compensation. They work on a fee-only basis, which means they do not earn commissions on any financial products they recommend. Their fees are based on a percentage of the assets under management, ensuring their interests are aligned with their clients’ financial success.
Background
BOUNDS & COMPANY, LLC was founded in 2006 by John Bounds, a seasoned financial advisor with over 20 years of experience in the industry. The company has since grown to include a team of highly qualified and experienced advisors who are committed to helping their clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a professional and reputable financial advisor, BOUNDS & COMPANY, LLC has a strong commitment to transparency and ethical practices. As such, they abide by all industry regulations and disclosures, including:
- Registered with the Securities and Exchange Commission
- Compliant with the Employee Retirement Income Security Act (ERISA)
- Mandatory fiduciary standard for all advisors