A complete list of active advisors currently associated with Bountiful Investment Management LLC

Warmer can help you find a great advisor at Bountiful Investment Management LLC or one who fits your needs even better.

Bountiful Investment Management serves individual and high‑net‑worth clients, offering asset management through recommended third‑party sub‑advisers along with written financial planning, modular plans, as‑needed consultations, and occasional educational seminars or workshops. The firm delivers seminars on topics such as retirement and estate planning and states workshops are offered on an impersonal basis with modest attendance fees. Bountiful generally operates on a non‑discretionary basis for client relationships while engaging sub‑advisers who may be granted discretionary authority over designated portions of accounts; the firm monitors sub‑adviser performance and acts as the communication conduit between clients and sub‑advisers. Its investment process draws on a mix of analytical methods (fundamental, technical, cyclical) and uses both strategic and tactical asset allocation, with clients able to impose reasonable investment restrictions. Noteworthy features compared with peers include a relatively large client base for a three‑advisor firm (560 clients) and the firm’s reported AUM being managed on a non‑discretionary basis, as well as the routine use of sub‑advisers that may participate in wrap‑fee programs. The firm discloses an affiliation with an insurance agency and that representatives may sell insurance products, and it receives a portion of sub‑adviser fees when third‑party managers are utilized—arrangements the firm identifies as potential conflicts of interest.

To learn more about the advisors currently working at Bountiful Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.