Boskia Wealth Management & Advisory Services, L.L.C.
Fee-Only (% of Portfolio)Fixed/Hourly
Boskia Wealth Management offers investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning services on an hourly or fixed-fee basis, covering topics like estate planning, investments, taxes, and insurance.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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