Manuel Rezendes
Manuel Rezendes is a registered investment advisor at Bountiful Investment Management LLC, based in Rumford, RI, with 11 years of industry experience. Manuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 730 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Investment advisory fees charged by Bountiful Investment Management include the fees charged by the Sub-Adviser. Bountiful Investment Management receives a portion of the fee charged by the sub-adviser.
Fee Estimator
Location
225 Newman Ave, Suite 303, Rumford, RI, 02916
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Manuel is a regional director at Euclid Financial Services, focusing on insurance and fixed product planning since 2010. This activity takes about half of his time during securities hours.
Employment History
Current Registrations
Bountiful Investment Management LLC
Previous Registrations
Citizens Securities, INC.
State Registrations9 states
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