Advisor at Bondurant Investment Advisory, LLC
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
Bondurant Investment Advisory, LLC
Location
Evanston, IL 60201
Credentials
Series 63, Series 65
Industry experience
7 years
Scott Bondurant is a financial advisor with Bondurant Investment Advisory, LLC in Evanston, IL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Bondurant Investment Management since 2018 and serves as an adjunct professor at Northwestern University. Outside of his advisory role, he is an investor and officer at Unearthed Land Technologies and a trustee at Kenilworth Union Church. Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals, trusts, corporations, and retirement plans. The firm customizes portfolios using quantitative methods and may employ derivatives and option strategies for hedging, income generation, or monetizing concentrated positions.
Based on Bondurant Investment Advisory, LLC
Fixed fee for standalone financial planning services typically ranges from $2,000 to $20,000, negotiable.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%
Account minimum: $1,000,000 Fee-only: Fixed fees for financial planning typically range from $2,000 to $20,000, negotiated based on complexity; Pension consulting fee is 1% of plan assets; Fees are negotiable.
805 Greenwood St Suite #1
Evanston, IL 60201
Illinois
Bondurant Investment Management, LLC
2020 - Present (6 years)
Bondurant Investment Management, LLC
2018 - 2020 (2 years)
Northwestern University
2014 - Present (12 years)
Morgan Stanley & Co., Incorporated
1996 - Present (30 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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