|
At BondStreet, we have the ideal solution for real people who
want their investments handled by a top Wealth Manager, without
the limitations and expenses of the typical brokers, in a
friendly environment where everyone is treated well, regardless
of portfolio size. We feel that even though this isn’t common
now, someday it will be.
Experience
The Future of Investing:
-
We are a
truly independent Investment Advisor. With no Wall
Street corporate parent to influence us, we are free to
choose any investment in the world’s markets that is right
for your portfolio. It is our fiduciary duty to act in your
best interest; We only work for you!
-
We use no
load, load waived and no transaction fee funds. No
broker-dealer middleman means no commission-based selling.
We have one of the lowest management fees in the business;
to earn a raise we must make your portfolio grow. We also
handle accounts of all sizes!
-
Our owner,
Brian Evans, is a CPA and a Personal Financial
Specialist, the highest accreditation in the
business. With his training and experience he is able to
consider your whole financial, estate and income tax picture
before recommending investment strategies.
-
Performance
is the key to our success. Our Wealth Manager, Brian
Evans, makes every investment decision. As a nationally
published expert in asset allocation, Brian studies the
markets across the world, adjusting our 19 Model Portfolios
accordingly.
-
Along with
personal wealth management, we offer a complete line of
business retirement plans: 401(k), SIMPLE, 403(b), SEP,
Roth. Our comprehensive services include Tax
Planning, Trust and Estate Planning as well as affordable
Term Life Insurance.
-
Your
Investment Advisor Representative will be with you every
step of the way, from helping you choose the appropriate
Investment Model, to providing the exceptional ongoing
support that is the trademark of BondStreet Wealth
Management.
Click the buttons to learn more
|
