Brian Boehme is a registered investment advisor at Abundant Wealth Strategies, based in Las Vegas, NV, with 1 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 62 clients with $68M 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 | 1.35% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable. There is an additional 0.45% fee for assets invested in the Tactical Strategy. If a third-party investment manager is used, their fees are separate and in addition to Abundant Wealth Strategies' fees, but the combined fee will not exceed 2.05% per year.
Fee Estimator
Location
1140 N. Town Center Drive, Ste 270, Las Vegas, NV, 89144
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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 Activities
Brian is a CPA who primarily prepares business and individual tax returns, as well as compilation and reviewed financials.
Employment History
Current Registrations
Abundant Wealth Strategies
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.