Stephanie Boeke is a registered investment advisor at Birdrock Wealth, based in Austin, TX, with 13 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 212 clients with $140M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable at BirdRock's discretion. Clients who engaged BirdRock prior to the current minimum fees will be held to the fee schedule in place at the time their contract was signed.
Fee Estimator
Location
9433 Bee Cave Rd, Bldg 2, Suite 203, Austin, TX, 78733
Get directionsHistory
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 Activities
Stephanie owns and operates a small, non-investment-related business selling letters from Santa Claus to kids. She spends a few hours per week on this activity.
Employment History
Current Registrations
Birdrock Wealth
State Registrations1 state
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