Boulder Wealth Advisors offers financial planning and investment management services. They work with individuals, families, trusts, pension plans, estates, charities, and corporations. They create personalized financial plans and manage investments based on your goals, risk tolerance, and financial situation. They primarily invest in stocks, bonds, mutual funds, ETFs, and socially responsible investments.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by Boulder Wealth Advisors and the client. Fees and the timing of fee payments may be negotiated. Employees and their family related accounts are charged a reduced fee for our services.