Boulder Wealth Management, operating as Boulder Investment Group, provides personalized investment advisory and management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Founded in 2008 and based in Overland Park, Kansas, the firm focuses primarily on long-term, strategic asset allocation using mutual funds and exchange-traded funds as core portfolio holdings, supplemented by individual stocks, bonds, and other securities. Consultations may cover financial objectives, cash flow management, insurance reviews, education funding, and retirement planning. The firm is legally required to act in your best interest as a registered investment advisor and retirement plan advisor. Clients must meet a minimum account size of $100,000, though exceptions may be made at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.60% |
Fees are negotiable at the discretion of Boulder Wealth Management. Minimum annual fee of $1,500 applies.