Bouvel Investment Partners, LLC

Bouvel Investment Partners, LLC, established in 2000, offers investment advisory services tailored to individual client needs. The firm provides discretionary or non-discretionary investment management and financial planning services to individuals, high net worth individuals, trusts, and estates. Clients can engage Bouvel to manage their assets based on various managed account asset allocation strategies, each tailored to specific investment objectives. Bouvel's annual investment advisory fee ranges from 0.50% to 1.75% of assets under management, charged quarterly. The firm primarily allocates client assets among individual equities, mutual funds, ETFs, and cash/cash equivalents. Bouvel does not participate in wrap fee programs and does not accept performance-based fees. The firm recommends Pershing Advisor Services LLC as a broker-dealer/custodian for client accounts. Bouvel may receive economic benefits from Pershing, including access to institutional brokerage services and support services. Clients are encouraged to review financial planning issues and account performance annually. Bouvel does not vote client proxies and does not solicit fees in advance exceeding $1,200 per client. The firm has not been subject to disciplinary actions or bankruptcy petitions. Clients can contact Chief Compliance Officer Stephane Bouvel for further information.