Assets Under Management
$1.8B
Number of Clients
719
Number of Advisors
25
Average Client AUM
$2.6M
AUM per Advisor
$73.6M
Compensation
Fee-Only (AUM)
Boreal Capital Management offers customized investment advisory services through discretionary and non-discretionary accounts. Services include family wealth consulting, investment strategy implementation, and recommendations on various securities. The firm also acts as a sub-adviser and provides additional client services as agreed.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable.
1450 Brickell Avenue, Suite 2900, Miami, FL, 33131