Bridget Boehm is a registered investment advisor at Propolis Capital Management, based in Steamboat Springs, CO, with 1 years of industry experience. Bridget operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $3.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The firm also receives a performance-based allocation of 20% of capital gains, subject to a high-water mark.
Fee Estimator
Location
1901 Pine Grove Road, Suite 203, Steamboat Springs, CO, 80487
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Propolis Capital Management
State Registrations1 state
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