Bond & Devick Wealth Partners

Bond & Devick Wealth Partners, established in Saint Louis Park, MN, offers comprehensive financial services to individuals, high net worth individuals, trusts, estates, charitable organizations, and various business entities. Acting as a fiduciary, the firm prioritizes clients' best interests, maintaining open communication and tailored advisory services. The Wrap Comprehensive Portfolio Management service includes asset management, financial planning, and consultation, with a maximum annual fee of 1.25% of assets under management. Clients pay a single fee covering advisory services and custodial transaction costs, with an emphasis on minimizing trading activities to reduce costs. The firm uses fundamental and quantitative analysis, cyclical analysis, and ESG research in investment decision-making. Investment strategies include long-term purchases, short-term purchases, and trading, with a minimum account balance requirement of $1,000,000. Clients have control over investment restrictions and receive regular account reviews. Bond & Devick recommends Charles Schwab as a custodian, offering a range of investment products and services. The firm discloses potential conflicts of interest related to third-party advisors and compensation structures. Bond & Devick does not provide performance-based fees and does not accept proxy authority for client securities. Clients have direct contact with portfolio managers and are encouraged to review the firm's Code of Ethics for transparency.