Boltwood Capital Management is an employee-owned registered investment advisor based in Walnut Creek, California, originally founded in 1986. The firm manages investment portfolios and offers financial planning services for individuals, families, estates, foundations, and retirement plans. Portfolios are customized based on each client's specific goals, risk tolerance, and tax situation, utilizing a long-term strategy designed to perform across full economic cycles. Boltwood Capital Management makes investment decisions on a team basis through its Investment Review Committee, avoiding market timing and artificial intelligence tools. The firm acts legally required to act in your best interest and does not sell insurance or other commission-based products, ensuring objective advice. In addition to portfolio management, financial planning is included at no extra cost for investment management clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable by each client relationship. Financial planning is included in these fee schedules at no additional cost.