Boulay Wealth provides investment advisory services, third-party managed programs, and financial planning. The firm builds customized portfolios using target allocation models ranging from conservative to aggressive, focusing on diversification, minimizing costs, and maximizing after-tax returns. Boulay Wealth also offers retirement planning and consulting for corporate benefit plans. The firm works with individuals, high-net-worth clients, pension and profit-sharing plans, charitable institutions, and foundations. Boulay Wealth is affiliated with an accounting firm, allowing clients to combine advisory and tax preparation services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees typically range from 0.60% to 1.95% based on size, nature, and complexity. Minimum total annual fee is $10,000. Fees are negotiable.