Wilson & Boucher Capital Management is a registered investment advisor that provides customized investment management and financial planning services for individuals, trusts, and pension plans. The firm designs investment portfolios tailored to each client's specific risk tolerance, time horizon, liquidity needs, and investment objectives using independent research and a mix of stocks, exchange-traded funds, mutual funds, and fixed income investments. In addition to portfolio management, Wilson & Boucher offers comprehensive financial planning covering cash flow, estate planning, retirement planning, tax strategies, assets, and liabilities. Clients generally need a minimum of $250,000 in assets to open an account, though the firm may waive this requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable based on the size and complexity of the portfolio.