Boon Investment Group (BIG) offers consulting and advisory services to sponsors of pension and 401(k) plans. Services include plan design, asset allocation reviews, performance monitoring, portfolio structure analysis, meetings with plan participants, fund selection, education and enrollment meetings, and compliance assistance. BIG may also assist in selecting third-party administrators, recordkeepers, and custodians. BIG uses criteria to select suitable mutual funds, separate accounts and CITs. Employees of BIG may also serve as Investment Adviser Representatives.
Assets Under ManagementN/A
Clients100
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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