Matthew Lusins is a CFA, CFP-designated registered investment advisor at Bootpack Financial Partners, LLC, based in Jackson, WY, with 5 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 16 clients with $83M 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 $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Jackson, WY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bootpack Financial Partners, LLC
State Registrations2 states
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