Boone Wealth Advisors offers comprehensive portfolio management and financial planning services to individuals, families, and businesses. Boone Wealth Advisors works with clients to understand their financial situation, goals, and risk tolerance, and then builds a personalized investment portfolio using exchange-traded funds, mutual funds, individual stocks, and bonds. In addition to managing investments, Boone Wealth Advisors provides extensive financial consulting covering retirement planning, estate planning, tax strategies, insurance, and business planning. The firm typically holds multiple meetings to develop and deliver customized financial plans. Boone Wealth Advisors also offers access to various third-party and sponsored advisory programs through LPL Financial, including automated investment platforms and specialized portfolio management options. Clients can set reasonable investment restrictions on their portfolios, and accounts are reviewed regularly.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees for accounts over $5,000,000 are negotiable. Accounts subject to an income strategy are charged up to 0.45%.