Bouvel Investment Partners offers investment management and financial planning services tailored to each client's needs. Bouvel collaborates with clients to develop investment objectives based on factors like risk tolerance, income needs, and investment restrictions. Bouvel allocates assets among various strategies, monitoring and adjusting them to suit market conditions. Bouvel also offers financial planning services that are ancillary to the investment management process, covering areas like cash flow, retirement, and estate considerations.
Fee Structure
Bouvel Investment Partners charges an annual fee based on a percentage of the assets they manage. This fee is negotiable and charged quarterly in advance. The specific fee depends on factors such as the representative assigned, the amount invested, and the complexity of the engagement. Clients may experience differences in account performance compared to similarly situated clients due to fee variations.