BondStreet is able to take care of every client

We also service larger accounts extremely well because of the level of diversification afforded us through our asset allocation strategy

BondStreet is able to take care of every client regardless of account size. We don’t need multi-million dollar minimums because our streamlined process and efficient model portfolio system allows us to manage more clients at a lower fee. We welcome clients $200,000+ per household, and give discounts based on entire family assets under management.

We also service larger accounts extremely well because of the level of diversification afforded us through our asset allocation strategy. From thousands to millions, you’ll be well taken care of at BondStreet Wealth Management.

We recommend Insurance for clients that have the need. The purest form is called “term-life insurance”; meaning payment is made to beneficiaries when the insured dies. There are also whole-life, universal life, variable universal life, etc. which combine the attributes of a term-life policy along with investment options. As such, the annual premiums are many times higher than that of a term-life policy.

There are situations where these other versions of insurance are appropriate. However, if you wish to invest your money in your business, real estate and/or with us as your advisor, often the term-insurance policy is adequate (and much less expensive). BondStreet is licensed to sell all types of life insurance, but we prefer to simply advise on the best type of policy and refer you to a quality insurance professional.

If you currently own an annuity form of life insurance and have had it for several years, we can usually help you find you a superior product and perform a tax-free rollover to save you money, though in many cases it makes more sense to get out of the inappropriate product completely.

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