Gary Boatman
Gary Boatman is a CFP-designated registered investment advisor at Boatman Wealth Management, LLC, based in Monessen, PA, with 16 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 28 clients with $4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.25% |
Fees are for Advisor and Valor combined. Advisor's fees may be negotiable.
Fee Estimator
Location
2 Eastgate Avenue, Suite 5, Monessen, PA, 15062
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is a managing member of Valley Tax Services, LLC, a tax preparation service, and spends about 10% of his time there. He also works as an insurance agent and provides college planning services as a sole proprietor, dedicating about 10% of his time to this, and owns the Mon-Valley Shopping Center, dedicating minimal time.
Employment History
Current Registrations
Boatman Wealth Management, LLC
State Registrations1 state
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