Advisor at Clear Net Worth, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Clear Net Worth, L.L.C.
Location
Baton Rouge, LA
Credentials
Series 65
Industry experience
14 years
Richard Bond is the sole advisor at Clear Net Worth, L.L.C. in Baton Rouge, LA, holding a Series 65 license with 14 years of industry experience. He has served as a director at Gulf States Holdings, Inc. since 2021 and is involved in multiple business ventures including a law firm specializing in estate planning, a real estate brokerage, and a construction company. Clear Net Worth, L.L.C. offers discretionary portfolio management and integrated financial planning primarily for individual investors, as well as trusts, LLCs, and closely held or family businesses. The firm employs fundamental analysis and macroeconomic considerations to tailor portfolios that align with clients’ income and growth objectives, tax situations, and risk tolerances.
Based on Clear Net Worth, L.L.C.
1.00% annually
Account minimum: $100,000.00 Fee-only: Fee only advisor; fees are non-negotiable and no commissions or additional fees are charged.
Baton Rouge, LA
Louisiana · Texas
Gulf States Holdings, Inc
2021 - Present (5 years)
Bond Construction Company, LLC
2016 - Present (10 years)
Clear Properties, LLC
2013 - Present (13 years)
The Bond Law Firm, LLC
2011 - Present (15 years)
Clear Net Worth, L.L.C.
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Baton Rouge, LA
Simmons Asset Management, LLC
Series 63, Series 65
Prairieville, LA
Belle River Capital Management LLC
CFP®, Series 63, Series 65
Baton Rouge, LA
Graf Financial, L.L.C.
PFS™, Series 66
Baton Rogue, LA
Rizzutto Financial Advisors
CFP®, Series 63, Series 65
Baton Rouge, LA
Global Planning Stewards LLC
CFA®, Series 65
Baton Rouge, LA
RINAUDO CAPITAL, LLC
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