Bondurant Investment Advisory, LLC logo

Bondurant Investment Advisory, LLC

Updated today

Total assets under management

$111,082,039

Total clients

51

75% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

17

Average account size

$2,178,079

About

Bondurant Investment Advisory provides discretionary investment management, financial planning, pension consulting, and private fund-related services to individuals (including high‑net‑worth clients), trusts, corporations, retirement plans and other entities. The firm generally manages accounts on a portfolio basis and typically requires a $1,000,000 account minimum, though that minimum may be waived.

The firm tailors portfolios to client objectives, risk tolerance and personal financial circumstances using quantitative methods, third‑party software and relationships with separate account managers and other managers. Bondurant reports performance to clients (quarterly or at other agreed intervals) against benchmarks and may implement derivatives and option strategies—such as covered call writing and long calls/puts—for hedging, income generation, or to monetize concentrated positions.

Bondurant’s brochure highlights several features that are less common among similarly sized supported firms: it works with pooled and private fund vehicles and discloses relationships with third‑party vendors that prepare performance reports, and it expressly describes the use of derivatives in separately managed accounts. These disclosures, together with the firm’s SEC registration and its operational arrangements for performance reporting, distinguish its service mix and documented practices from many peers.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Options & derivatives strategies Private / alternative investments Real estate investing Retirement income strategy

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fee for standalone financial planning services typically ranges from $2,000 to $20,000, negotiable.

Percentage

$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%

Other

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.

Main office location

Bondurant Investment Advisory, LLC

805 Greenwood St Suite #1

Evanston IL 60201, United States

Number of offices

1

Most active in

Illinois

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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